1. business and industrial

2 015 P RI S M I nte r national Annual Conference
BROADENING OPPORTUNITIES
FOR INNOVATION
May 17–20, 2015 | San Antonio, TX
Hyatt Regency Hill Country Resort and Spa
www.prismintl.org
Register today!
Early bird deadline is
April 13.
Message from the Annual Conference Planning Chair
product and service innovation, we’ll introduce the first
ever “Doing Business with Diversified Companies” dinner, during which we will discuss best practices regarding
obtaining Women-Owned Small Business and other certifications and doing business with certified companies.
Norm and Elaine Brodsky will join us for an unforgettable
general session on family in business where you’ll have
nowhere to hide in the crowd, and Tom Adams will moderate a panel of RIM consumers discussing their expectations for the future and what they need from our businesses now.
You’ll find the Hyatt Regency Hill Country Resort and
Spa to be the perfect oasis for our rowdy bunch, with
the beautiful room arrangements you’ve come to expect and centralized watering holes where you can tie
up your horse to catch up with old friends while making
new ones. The networking will be great, and the subject
is what’s next. You can’t afford to miss it. Call PRISM Member Services or register online to reserve your spot today!
Looking forward to seeing y’all there!
Christopher Powell Jones
Chair, Annual Conference Planning Task Group
P.S. Don’t forget your cowboy boots!
My first PRISM Annual Conference, 5 years
ago, was the reason I joined my father in
business. Networking with folks who are
passionate in our field—particularly those
driven to innovate—led me to the realization that our industry has a lot more depth
than my early years of carting boxes
around led me to believe. This year, our Annual Conference Planning Task Group has made a commitment to
use the trends inspiring us in our individual businesses to
create a framework for the annual conference in Hill
Country with the theme “Broadening Opportunities for
Innovation.” We know you’ll be inspired by the trends
we’ve identified and the speakers who begin the conversation May 17–20, 2015.
Our conference has a lot of great sessions and events,
but I would like to point out a few highlights. Our opening
keynote speaker Kaihan Krippendorff will address Innovating Across Eight Dimensions, which will set the stage for
our six educational tracks, including the new track of information governance (IG). Legendary records and information management (RIM) consultant and author Dr. Bill
Saffady will return to define IG and will stick around for
the conference as a resource to our members. Beyond
Message from the President
It gives me great pleasure to invite you to
attend the 2015 PRISM International Annual
Conference. This year, our conference will
take place at the Hyatt Regency Hill
Country Resort and Spa in San Antonio, TX.
I’m appreciative of the time and effort our
Annual Conference Planning Task Group
dedicated to producing a solid and well-rounded educational program. Using feedback from attendees of the
2014 conference, the task group developed new and
innovative learning opportunities, such as an information
governance session track. The Annual Conference Planning Task Group continues to raise the bar of our educational offerings, ensuring there is something for every
records and information management professional.
This year’s conference will again offer an unparalleled
opportunity to learn from the brightest minds in our industry, exchange knowledge, and network with our peers.
I am excited to learn from our keynote speakers Kaihan
Krippendorff, William Saffady, and Elaine and Norm
Brodsky.
As always, our exhibit hall will feature the latest and
greatest products and services offered by our corporate
partners as well as a number of fun activities. Be sure to
clear your calendar on Tuesday to attend our annual business meeting, conference dinner, and enjoyable Last-Call
Reception in the exhibit hall (which will include our prize
drawing).
I encourage you to closely review this brochure because
you won’t want to miss out on any of the excitement that
this year’s conference offers. We anticipate our conference hotel block will sell out quickly, so please make your
hotel reservations early. Also, do not forget to take advantage of the early registration discounts.
I look forward to seeing you there!
Chris Kelley, COR365 Information Services
PRISM 2014–2015 President
Conference Objectives
• Learn about the latest trends and resources in the commercial records
industry.
• Network and share best practices with your peers.
• Hone your business, sales, and marketing skills.
• Discover new systems, tools, and resources to recommend to your clients.
• Visit industry vendors and hear about their newest products and services.
2
Conference Schedule at a Glance
Sunday, May 17—Preconference Workshops
1:30–5 pm
Becoming an Effective Public Speaker:
Presentation Skills Workshop (OE3)
Tom Adams, Flourish Press
Fee: $19 USD; attendance limited to 40 people
8–10 pm
Doing Business with Diversified
Companies Dinner and Session (OE4)
Elaine Brodsky, CitiStorage; Donna Houk, Iron Mountain
Attendance limited to 30 people (Members: $49 USD;
Nonmembers: $149 USD).
Sunday, May 17
5:30–6 pm
First-Time Attendee and New Member
Orientation
6:30–8 pm
Opening Reception in Exhibit Hall
Monday, May 18
8:15–8:30 am
Welcome and Recognitions
Profitably Delivering Workflow and
Imaging Projects (102) I
8:30–10 am
Opening Keynote Address
Innovating Across Eight Dimensions (001)
11:45 am–1 pm
Networking Lunch with Exhibitors (LUN1)
Kaihan Krippendorff, best-selling author, popular
Fastcompany blogger, and renowned business strategist
10–10:30 am
Break in Exhibit Hall
2:30–3:30 pm
The Dark Clouds and Silver Linings of
Cloud Computing (106) DP
Mike Levin, Corodata
Eileen Sweeney, Iron Mountain
E-Discovery (107)
I
Andy Sokol, CopyScan
1:15–2:15 pm
Tips and Tricks for a Successful
Shredding Business (103) D
Marketing Innovations: New, Exciting, and
Successful (108) OPS
Chris Harris, Access
Thomas J. Seibert, Business Records Management
10 am–4 pm
Exhibits Open
The Keys to Leveraging Diversity in the
Workplace (104) OPS
3:30–4 pm
Break in Exhibit Hall
10:45–11:45 am
Information Governance: What It Is and
How It Relates to Your Customer (100) IG
Leveraging the Benefits of Privacy+
Certification (105) PRM
4:15–5:15 pm
Build Your Business to Sell It: You Just
Might Keep It (109) PRM
Julie Colgan, Immediate Past President, ARMA
International
Ty Ondatje, Iron Mountain
Todd Stephenson, KirkpatrickPrice
Greg Bullard, IG2; Greg Stangle, IG2
Innovation Clinic (110)
Connecting with WBENC—Leveraging
Your Certification (101) OPS
D
Winning the Paper Wars—Capture the
Content and Mobilize the Process Troops
(111) I
Bethany Bassett, Rasky Baerlin
Ian Thomas, PRISM International Board of Directors
Tuesday, May 19
8:30–9:30 am
Continental Breakfast in Exhibit Hall
How to Help Your Clients with Their
Information Governance Initiatives
(202) IG
8:30–11:30 am
Exhibits Open
Risk Transfer and Liability Coverage in
the RIM Industry (204) PRM
Brian Jungeberg, Brightstone Insurance Services
Donna Houk, Iron Mountain
9:30–10:30 am
Keynote Address II
Trends and Developments in Information
Governance and Records Management
(002)
11:45 am–1:15 pm
Annual Business Meeting Lunch (BUS)
1:30–3:30 pm
Exhibits Open
William Saffady, PhD
1:30–2:30 pm
Break in Exhibit Hall
10:45–11:45 am
Boost Your Bottom Line: Financial
Education (200) PRM
2:45–3:45 pm
Document Scanning Sales—Defining Who,
What, When, Where, and How (203) I
Will Russ, Confidential Records Management Inc.
TBD
Creating an Effective Sales Hiring and
Training Program (205) OPS
Andrew Ysasi, Kent Record Management
5:45–7 pm
Keynote Address III
Married to the Business (and Each Other):
Cocktails with the Brodskys (003)
Elaine and Norm Brodsky, founding business partners,
CitiStorage
7–8:30 pm
Conference Dinner (CD)
Best Practices for Destruction of
Electronic Media (201) D
8:30–10 pm
Last-Call Reception in Exhibit Hall (LCR)
Mitzi Ott, Recall
Wednesday, May 20
9–10 am
Building a Data Breach Toolkit (300)
Dr. Ross Federgreen, Compliance Solutions and
Resources (CSR)
Innovation Clinic (301)
I
DP
Fundamentals of Cost Analysis for
Records Management Projects (302)
William Saffady, PhD
10:45–11:45 am
Innovation Clinic (303)
PRM
Innovation Clinic (304)
DP
Innovation Clinic (305)
IG
3
IG
Noon–1:30pm
Closing Keynote Panel Discussion and
Plated Lunch (OE2)
Inside the Head of Your Customers:
Current Trends and Future Predictions
Moderator: Tom Adams, Flourish Press; Panelists:
Fred Pulzello, President, ARMA International; Brian
A. Moriki, OSD Records Management Department for
First Hawaiian Bank; Dawn Ward, Warner Norcross
& Judd; Susan Burd, Global Records & Information
Management; Mark Lagodinski, CRM, Sidley Austin
Session Descriptions
Sunday, May 17—Preconference Workshops
1:30–5 pm
Becoming an Effective Public Speaker:
Presentation Skills Workshop (OE3)
8–10 pm
Doing Business with Diversified Companies Dinner
and Session (OE4)
Tom Adams, Flourish Press
Even the most experienced records and information management professionals can lack effective presentation skills.
They fail to prepare, have poorly organized thoughts, and
lack the confidence to engage and persuade an inattentive
audience. In contrast, consider an owner or sales person
who possesses the know-how to deliver dynamic, compelling, and truly effective presentations time and again.
Join Tom, an experienced public speaking professional,
in this experiential workshop during which you will discover how to craft presentations around essential objectives,
present key concepts and ideas with power and enthusiasm, design and present effective visuals, and employ techniques for polishing and mastering presentation delivery.
Elaine Brodsky, CitiStorage; Donna Houk, Iron Mountain
This networking dinner is designed to foster
communication and best practices about doing
business with diversified companies. Join us as we mix
business with pleasure, learn a bit more about WomenOwned Small Business (WOSB) Certification, and, most
importantly, learn from each other.
Attendance is limited to 30 people (Members: $49;
Nonmembers: $149).
Fee: $19; attendance is limited to 40 participants.
Monday, May 18
8:15–8:30 am
Welcome and Recognitions
10:45–11:45 am
Information Governance: What It Is and How It
Relates to Your Customer (100) IG
8:30–10 am
Opening Keynote Address
Julie Colgan, Immediate Past President, ARMA International
Is information governance a mystery to you and your
company? This presentation will explain what information
governance is, why it’s important, and how our customers
are using it.
Innovating Across Eight Dimensions (001)
Kaihan Krippendorff, best-selling author, popular Fastcompany
blogger, and renowned business strategist
By innovation we almost always mean product innovation.
We typically talk about research and development and new
solutions to meet unmet needs. Yet dissect the most innovative companies of the last decade, and you will see that
great innovators disrupt their markets by reaching beyond
product. Indeed, often their success rests on choices that
have little to do with new products. Companies that outperform their competition seek disruptive innovation across
eight dimensions (8Ps): product, price, place, promotion,
positioning, processes, physical experience, and people.
From this session, you will walk away with an understanding
of the 8P framework, gain tips on how you can use it to create disruptive strategies, and build the confidence to apply
it every day to generate new opportunities.
Connecting with WBENC—Leveraging Your
Certification (101) OPS
Bethany Bassett, Rasky Baerlin
Learn how you can leverage participation in the
Women’s Business Enterprise National Council and your
regional partner organization to add value for future
business growth. Make the most of your certification by
understanding all of the benefits it can bring to growing
your business. This session will include an overview of the
new certification toolkit and a table discussion on best
practices in getting to a contract, creating a marketing
plan, and building relationships with supplier diversity
professionals.
Profitably Delivering Workflow and Imaging
Projects (102) I
10–10:30 am
Break in Exhibit Hall
Mike Levin, Corodata
When your customers’ information is important enough to
be shared or preserved, capturing that information must
be done with care. It must also be done efficiently, however, or you stand a good chance of losing your shirt on an
inaccurate or underestimated bid. Join Mike Levin as he reviews the latest trends and technologies in imaging workflow and processes.
10 am–4 pm
Exhibits Open
4
Session Descriptions
11:45 am–1 pm
Networking Lunch with Exhibitors (LUN1)
E-Discovery (107)
I
Andy Sokol, CopyScan
With the overwhelming growth of digital information, the
scope of electronic records management has expanded exponentially and is an increasingly critical issue, particularly
as it relates to providing secure storage, access, and retrieval of this information. Join Andy Sokol, a records and information management professional and certified e-discovery
specialist, as he walks us through this digital evolution.
1:15–2:15 pm
Tips and Tricks for a Successful Shredding
Business (103) D
Chris Harris, Access
Join Chris Harris as he shares his tips on how to operate
a successful destruction operation. Topics will range from
choice of the right equipment, lessons learned to increase
revenue, and tools available to educate your clients.
Marketing Innovations: New, Exciting, and
Successful (108) OPS
The Keys to Leveraging Diversity in the Workplace
(104) OPS
Thomas J. Seibert, Business Records Management
From traditional advertising to digital, social media, and
mobile technologies, the landscape and techniques for records and information management companies to connect with their customers has changed radically during
the past few years. How do successful entrepreneurs and
marketers cope with these exciting changes, and more
importantly, how do you stay ahead of the curve? What
will the customer journey look like 5 years from now?
Hear how four leading marketing professionals in the records and information management (RIM) industry answer
questions like these in this powerful panel discussion about
the future of marketing in the RIM industry.
Ty Ondatje, Iron Mountain
Recognize the business opportunity and engagement value of a workplace that ventures beyond mere tolerance
and deems each employee, regardless of race, ethnicity, or
gender, as able to pursue his or her potential and make an
irreplaceable contribution. Join Ty Ondatje, chief diversity
officer at Iron Mountain, as he discusses how best to seek
out, embrace, celebrate, and leverage diversity among your
employees.
Leveraging the Benefits of Privacy+ Certification
(105) PRM
Todd Stephenson, KirkpatrickPrice
Join Todd and two companies that have already gone
through the Privacy+ Certification Readiness Workshop
and audit process. This panel will share stories of how
this certification has helped them to successfully leverage
their companies and increase their chances of landing
contracts. Todd also will provide an overview of the process and explain the cost benefits of becoming Privacy+
Certified and the return on your investment.
3:30–4 pm
Break in Exhibit Hall
4:15–5:15 pm
Build Your Business to Sell It: You Just Might Keep
It (109) PRM
Greg Bullard, IG2; Greg Stangle, IG2
Whether you plan to sell your business next year or next
decade or pass it down to family members, one thing is
clear: You should build your business to sell it. The “buildit-to-sell-it” approach provides critical business benefits
and creates long-term value no matter which direction
the business takes. Unfortunately, many business owners
fail to properly plan for the sale of their businesses and
address key issues only after making the decision to sell.
The result is often additional stress and reduced valuation. The presenters will discuss key business and legal issues that all business owners should consider as they are
building their businesses and that become vital during
the sales process. The presenters will share war stories
that highlight the importance of these issues to records
and information management business owners.
2:30–3:30 pm
The Dark Clouds and Silver Linings of Cloud
Computing (106) DP
Eileen Sweeney, Iron Mountain
Cloud computing is evolving, and companies of all shapes
and sizes are taking notice and adapting to this relatively new technology. Industry experts believe this trend will
only continue to grow and develop in the coming years.
Although cloud computing can be beneficial for companies of different sizes, it is not without its downsides.
During this session, we will discuss the advantages and
disadvantages of cloud computing to help attendees fully
understand the concept.
Session Key
OPS = Business Operations
D =Destruction
DP = Data Protection
I =Imaging
5
PRM = Physical Records Management
IG = Information Governance
Session Descriptions
Innovation Clinic: Destruction (110)
Winning the Paper Wars—Capture the Content
and Mobilize the Process Troops (111) I
D
In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data
protection, destruction, physical records management,
information governance, and imaging. These innovation
clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they
may have about the pillars. Bring your questions, ideas,
issues, and advice!
Ian Thomas, PRISM International Board of Directors
In this presentation (based on global research of the
Association for Information and Image Management’s
80,000-member community), we report on the progress toward paper-free business processes and the use of capture
and business process management platforms across multiple processes and departments. This session also will provide insight into the drivers and issues behind the movement of scanning and capture toward the periphery of
the business through digital mailrooms, branch-capture,
outsource, consumer self-service, and capture on mobile
devices.
Tuesday, May 19
8:30–9:30 am
Continental Breakfast in Exhibit Hall
Best Practices for Destruction of Electronic Media
(201) D
Mitzi Ott, Recall
We all know the problem with destruction of electronic
media. Commands such as “delete” and “remove” do not
erase data, they simply remove the directory pointers
to the data’s location. Similarly, “fdisk” and “format”
commands modify the file system but do not actually
remove data from the disk. What do your customers do
with their old PCs, flash drives, or other electronic media
once they’re no longer needed? The answer is that they
need to come to you to get them securely destroyed.
Join us in this important session to learn about the proper
destruction of electronic media, tape, and hard drives,
as well as file management practices to help avoid the
problem before destruction is even an issue.
8:30–11:30 am
Exhibits Open
9:30–10:30 am
Keynote Address II
Trends and Developments in Information
Governance and Records Management (002)
William Saffady, PhD
Information governance is an increasingly common multidisciplinary initiative in a growing number of companies,
government agencies, not-for-profit entities, and other
organizations that use commercial storage services. Although records management is a key facet of information governance plans and programs, the two fields are not
identical. This session will review the scope and objectives
of information governance and explain how it compares
with traditional records management. The presentation will
emphasize aspects of information governance that impact
and create business opportunities for commercial storage
providers.
How to Help Your Clients with Their Information
Governance Initiatives (202) IG
Donna Houk, Iron Mountain
We all know the growing importance of information
governance. Do your clients? Have you helped your
clients conduct a business impact assessment, privacy
impact assessment, or security assessment that allows
them to better use the services you offer? Join Donna
as she reviews how we should best position ourselves
to help with this growing need and market. Donna will
provide real-world examples to help you leverage your
expertise and help your customers.
10:45–11:45 am
Boost Your Bottom Line: Financial Education
(200) PRM
TBD
Financial statements are a report of either a company’s
financial position at a specific point in time or its operations over a period of time. During this session, we will
discuss the four basic statements and gain an understanding of how to read them. Knowing when to generate
these statements and what information they contain and
knowing how to interpret the data are an essential part of
running a healthy and successful business.
11:45 am–1:15 pm
Annual Business Meeting Lunch (BUS)
1:30–3:30 pm
Exhibits Open
1:30–2:30 pm
Break in Exhibit Hall
6
Session Descriptions
2:45–3:45 pm
Document Scanning Sales—Defining Who, What,
When, Where, and How (203) I
Creating an Effective Sales Hiring and Training
Program (205) OPS
Andrew Ysasi, Kent Record Management
Finding salespeople to represent your brand, products, and
business is not easy. Even if you find someone, there is no
guarantee of performance or corporate fit. Learn how to
find sales talent for our industry and set a successful framework for all involved. During this session we will discuss tips
on how to identify sales talent, create a framework for a
training program, and manage the sales program.
Will Russ, Confidential Records Management Inc.
The document scanning market is evolving; is your sales
strategy evolving with it? New competitors enter the
market every year; how will you remain competitive?
Information in this session will help you define who you
should be targeting, what sets you apart from your competitor, when to contact prospects, where your touches should
occur, and how to develop and present a winning solution.
5:45–7 pm
Keynote Address III
Risk Transfer and Liability Coverage in the RIM
Industry (204) PRM
Married to the Business (and Each Other):
Cocktails with the Brodskys (003)
Brian Jungeberg, Brightstone Insurance Services
When it comes to business risk, ignorance is not bliss. If
you own a business, then you are familiar with risk. There
was risk involved in starting your company—putting your
assets and reputation on the line in pursuit of the vision
you had, and have, for your company. There is also builtin risk involved in managing and growing your company.
From protected health information (PHI) and personally
identifiable information (PII) to company vehicles on the
road, each RIM operator must deal with several different
kinds of liability exposure on a daily basis. This session
will help explain those exposures and the potential losses/
claims that exist with each. Join one of the authors of
PRISM’s new white paper on risk transfer in the RIM
industry as he reviews some of the risk-management
solutions available to RIM operators.
Elaine and Norm Brodsky, founding business partners, CitiStorage
Are you married to someone who’s married to a business?
Or are you married to the business (and each other)? All
significant others of entrepreneurs are invited to be a part
of this candid, interactive conversation hosted by serial entrepreneurs Elaine and Norm Brodsky, who are quintessential partners in business and life. The two will share stories
and take questions. This is your chance to meet and connect with others like you and hear from those who’ve been
there, done that, and have the relationship battle scars to
prove they have successfully moved beyond the toils and
troubles of business.
7–8:30 pm
Conference Dinner (CD)
8:30–10 pm
Last-Call Reception in Exhibit Hall (LCR)
Wednesday, May 20
9–10 am
Building a Data Breach Toolkit (300)
Innovation Clinic: Imaging (301)
DP
I
In response to popular demand, we will host five innovation
clinics covering five basic pillars of the industry: data protection, destruction, physical records management, information governance, and imaging. These innovation clinics
are open forums during which attendees are encouraged
to discuss any issues, trends, or questions they may have
about the pillars. Bring your questions, ideas, issues, and
advice!
Dr. Ross Federgreen, Compliance Solutions and Resources (CSR)
During this session, attendees will explore the practical
steps to take when dealing with an information breach
and learn how to build a data security policy and plan
within an organization. Leave this session with expert tips
on investigating and mitigating a breach of information,
as well as an overview of data breach notification
obligations and penalties. During this session, we will
discuss the step-by-step process that an end user
needs to follow when responding to a real or suspected
breach of information, address the six major axes and
the multijurisdictional considerations, and review the
penalties for failure including civil and criminal.
Session Key
OPS = Business Operations
D =Destruction
DP = Data Protection
I =Imaging
7
PRM = Physical Records Management
IG = Information Governance
Session Descriptions
Fundamentals of Cost Analysis for Records
Management Projects (302) IG
Innovation Clinic: Information Governance (305)
William Saffady, PhD
A favorable cost profile is critical for customer acceptance of record storage projects and proposals. This session will explain the three major approaches that customers use to evaluate and justify costs: cost-benefit analysis,
cost-effectiveness analysis, and return on investment.
These cost justification concepts will be illustrated using
familiar record storage problems: in-house warehousing
versus commercial storage services, precise determination of retention periods versus commercial storage for a
reasonable period of time, and scanning versus commercial storage for record retention.
Noon–1:30 pm
Closing Keynote Panel Discussion and Plated
Lunch (OE2)
Inside the Head of Your Customers: Current
Trends and Future Predictions
10:15–10:30 am
Coffee Break
Moderator: Tom Adams, Flourish Press; Panelists: Fred Pulzello,
President, ARMA International; Brian A. Moriki, OSD Records
Management Department for First Hawaiian Bank; Dawn
Ward, Warner Norcross & Judd; Susan Burd, Global Records &
Information Management; Mark Lagodinski, CRM, Sidley Austin
It’s easy to get so focused on what you do in your business that you miss the most important things your customers need from you. Your world is changing because of
theirs. And because your success is tied to the value you
provide them, it is critical that you know and understand
what they experience and need from you.
In this session facilitated by Tom Adams, you will hear
customers of PRISM International members share their
perspective. They will explain the trends driving the decisions they make about your services. They’ll describe
what they see coming in the future that will affect what
you should offer in your business.
You will also have an opportunity to provide questions
for the discussion. Join us for this important closing lunch
event of the annual conference.
10:30–11:45 am
Innovation Clinic: Physical Records Management
(303) PRM
In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data
protection, destruction, physical records management,
information governance, and imaging. These innovation
clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they
may have about the pillars. Bring your questions, ideas, issues, and advice!
Innovation Clinic: Data Protection (304)
IG
In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data
protection, destruction, physical records management,
information governance, and imaging. These innovation
clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they
may have about the pillars. Bring your questions, ideas,
issues, and advice!
DP
In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data
protection, destruction, physical records management,
information governance, and imaging. These innovation
clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they
may have about the pillars. Bring your questions, ideas,
issues, and advice!
PRISM International Partners with Clean the World
If you read the spring issue of InFocus, you know that PRISM International is partnering
with Clean The World to support local charities in the San Antonio community. Clean the
World distributes hygiene products to at-risk people in the United States and developing
countries through partnerships with nongovernmental organizations (NGOs) such as World Vision, Feeding America, Harvest Time International, Children’s International, and The Floating Doctors. They often do so at large conferences throughout the world—conferences such as the PRISM International Annual Conference. Watch for fun ways
to pitch in, network, team up, and contribute to a great cause!
8
Featured Speakers
Opening Keynote Address
Keynote Address II
Trends and Developments in Information
Governance and Records Management
Innovating Across Eight Dimensions
Kaihan Krippendorff, best-selling author, popular
Fastcompany blogger, and renowned business
strategist
Kaihan Krippendorff is a strategist, author,
consultant, and investor whose singular style
of combining Eastern military philosophy
with business acumen has ushered a growing number of corporations (such as Microsoft, Citigroup, and Johnson & Johnson) and entrepreneurs onto faster tracks in every aspect of their businesses.
His shrewdly aggressive string of successes has taken him
all over the world from Europe and Southeast Asia to Africa
and Latin America. Armed with two master’s degrees and
two bachelor’s degrees from prestigious Columbia Business
School, The Wharton School of Business, and The London
School of Business, plus 10 years of high-level experience
at companies such as McKinsey & Company and his own
firm, Outthinker (founded in 2004), Kaihan Krippendorff just
published his fourth and most comprehensive book to date,
Outthink the Competition: How a New Generation of Strategists Sees Options Others Ignore. Ultimately, Kaihan sees his
master strategist philosophies helping people fine tune not
just their business playbooks but the playbooks of their very
lives. “A lot of people come to my classes pretending they
are working on their business when they are really working on their careers,” Kaihan concludes. “My principles translate beyond the business world into general aspects for better living. Anything you want is possible if you are willing to
stop and think creatively about how to get it.”
William Saffady, PhD
William Saffady is a records and information management specialist and researcher based in New York City. He is the author
of more than three dozen books and many
articles on information management topics. His latest books are Legal Requirements
for Electronic Records Retention in Western Europe, Legal Requirements for Electronic Records Retention in Eastern Europe, and Legal Requirements for Electronic Records
Retention in Asia, all of which are published by ARMA International. Other recent titles include Email Retention and
Archiving: Issues and Guidance for Compliance and Discovery, Records and Information Management: Fundamentals
of Professional Practice (2nd Ed.), which is the most widely used textbook on records management, and Cost Analysis Concepts and Methods for Records Management Projects (2nd Ed.). In addition to writing, Dr. Saffady serves as
an information management consultant, providing analytical services and training to companies, government agencies, and not-for-profit institutions.
Keynote Address III
Married to the Business (and Each Other): Cocktails with the Brodskys
Elaine and Norm Brodsky, founding business
partners, CitiStorage
Elaine Brodsky is the former co-owner of
CitiStorage, LLC—an archival storage and
records management company with more
than 250 employees—located in Brooklyn, NY. The company, founded in 1990,
grew into the largest independent, privately owned, single-location records storage company in the
United States.
During her years as co-owner of CitiStorage, Elaine
sought to create a unique culture in the company. Toward
that end, she planned and implemented what she called
“business excellence” sessions for her employees
Norm Brodsky is a smart, successful company builder in addition to being an accountant
and attorney. He is the founder of ten businesses, including a company that was #40
on Inc. magazine’s list of 100 fastest-growing
public companies. Another business, CitiStorage, is a three-time Inc. 500 company.
Since 1995, Norm has also been writing “Street Smarts,” a
monthly column in Inc. magazine. He has appeared on
CNN, CNBC, and Bloomberg TV and is the author of The
Knack: How Street Smart Entrepreneurs Learn How to Handle Whatever Comes Up. He has appeared on the cover of
five business publications and speaks throughout the
world on bettering your life and those of your employees
through business. Brodsky also has provided pro bono
consulting services to thousands of entrepreneurs.
9
Optional Events
Sunday, May 17
9 am
Golf Outing (OE1)
5:30–6 pm
First-Time Attendee and New Member Orientation
Located on the grounds of the Hyatt Regency Hill Country Resort and Spa, the Hill Country Golf Club meets all
the standards of a truly great golf club. The championship
course is a beautiful, dramatic, and balanced 27-hole facility designed by the nationally acclaimed golf course architectural firm Arthur Hills and Associates.
Set on more than 200 acres, the Hill Country Golf Club
has wide-ranging terrain with rolling meadows, steep hillsides, wooded ravines, and tree-shaded plateaus, as well
as the tranquil threat of lakes and ponds.
One of the “Best Places to Play” according to Golf Digest and named a “Texas Leading Golf Resort” by World
Travel Awards, we invite you to experience unforgettable
San Antonio, TX, golf at the Hill Country Golf Club.
PRISM International would like to welcome first-time attendees and new members of the association during
this special orientation. This is a great opportunity to
learn more about PRISM International and our annual
conference.
6:30–8 pm
Opening Reception in Exhibit Hall (RC)
This is your first opportunity to meet vendors, preview
products, and learn about new services available in
the records management industry. Relax, mingle, and
reconnect!
Monday, May 18
11:45 am–1 pm
Networking Lunch with Exhibitors (LUN1)
The PRISM International Annual Conference networking lunch provides a perfect forum for attendees to network with
more than 75 exhibiting companies. (Registration is required for this no-cost event.)
Tuesday, May 19
11:45 am–1:15 pm
Annual Business Meeting Lunch (BUS)
8:30–10 pm
Last-Call Reception in Exhibit Hall (LCR)
Join your colleagues for a lively lunch and hear what’s
new from PRISM International leaders at our annual business meeting. (Registration is required for this no-cost
event. The event is open to members only.)
Immediately following the conference dinner, please join
our 2015 exhibitors for a dessert reception in the exhibit
hall and take care of any last-minute business during the
Last-Call Reception in the exhibit hall. Don’t forget that
we will be giving away lots of prizes donated courtesy of
our industry partners. Enjoy this final opportunity to talk
with exhibitors before the hall closes. (Registration is required for this no-cost event.)
7–8:30 pm
Conference Dinner (CD)
Make new connections and mingle with old friends in this
evening of networking, relaxation, and fun. Also, join us as
we recognize some of the outstanding PRISM volunteers
from the previous year. (Registration is required for this
no-cost event.)
Please note that while some of the optional events are
included in the conference fee, selecting the event on
the registration form is required to attend each event.
Exhibit Schedule
Sunday, May 17
Opening Reception in Exhibit Hall . . . . . . . . . . 6:30–8 pm
Monday, May 18
Exhibits Open . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 am–4 pm
Tuesday, May 19
Exhibits Open . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:30–11:30 am
1:30–3:30 pm
Last-Call Reception in Exhibit Hall . . . . . . . . . . . 8:30–10 pm
10
Travel Information
Hotel
Airline
Hyatt Regency Hill Country
Resort and Spa
is offering special meeting discounts
for attendees for this meeting. You may book online at
www.united.com and enter Offer Code ZTJ9138633 in the
Offer Code box when searching for your flights.
If booking through a travel professional or United Meetings at 800.426.1122, please give them the following
information:
Agreement Code: 138633
Z Code: ZTJ9
Outside of the United States, please call your local United
Airlines Reservation Office.
Experience dependable, first-rate service and earn miles
in MileagePlus, United’s award-winning frequent flyer program. To enroll in MileagePlus, log on to www.united.com.
9800 Hyatt Resort Drive
San Antonio, TX 78251
+1.210.647.1234
Sleeping room rate: $204 (single/double)
Cutoff date: April 17, 2015
Please visit www.prismintl.org for additional hotel
information.
2015 Annual Conference Planning Task Group
Chair
Members
Christopher Powell Jones, Secure Record Solutions
Frank Albi, Business Information Solutions
Jim Dodson, Iron Mountain
Claire Gallagher, Oasis Group
Lori Palmer, REB Storage Systems International
Natasha Rawley, Archive Document Data Storage
Stephen Richards, Jr., Richards & Richards
Board Liaison
Tom Siebert, Business Records Management
PRISM International Thanks Our 2015 Annual Conference Sponsors
11
Registration and Conference Information
Full Registration
General Conference Information
The full conference registration fee includes the following
events that will take place May 17–20:
• Three keynote sessions
The PRISM International Annual Conference is a nonsmoking event. Cell phones and other mobile devices
must be turned off or on vibrate during educational sessions. Please be courteous to your fellow attendees. Dress
is business casual.
As in past conferences, a professional photographer
may take photos of attendees at PRISM International’s
2015 Annual Conference. These photos are for PRISM International use only and may appear on the PRISM International website, in printed brochures, or in other promotional materials. Attendee registration grants PRISM International permission for use of this photography.
• 24 concurrent educational sessions
• Entrance into the exhibit hall
• Opening and last-call receptions in the exhibit hall
• One continental breakfast
• Annual business meeting lunch
• Networking lunch
• Conference dinner
• Closing panel discussion lunch.
Request a Conference Buddy
Second Registration
Let PRISM International help you get the most out of
your conference experience. Request a conference buddy
when you register for the conference. You’ll be matched
with a veteran PRISM International member who has attended several conferences to help make your first conference experience as professionally beneficial and as
personally enjoyable as it can be. Please check the “Request a Buddy” option when you register.
Additional employees from the same company may
register under the second registration rate after a
full registration is paid. All items listed under “Full
Registration” are included.
Spouse/Non-Industry Guest Registration
Guests must accompany a registered attendee. Guest
registration includes the following activities:
• Three keynote sessions
Be a Conference Buddy
• Entrance into the exhibit hall
If you are a member who has attended three or more
PRISM International conferences, please consider being
a conference buddy. We’ll match you with someone who
is attending his or her very first PRISM International Annual Conference and is interested in having the most rewarding conference experience possible. Please check the
“Serve as a Buddy” option when you register.
PRISM International headquarters will be in touch with
those who request a buddy or volunteer to serve as a
buddy as the conference approaches to confirm your participation and buddy assignment.
• Opening and last-call receptions in the exhibit hall
• Networking lunch
• Conference dinner.
Exhibitor Representative
One full, complimentary conference registration is
included in the exhibit fee with each booth space
contracted. Additional corporate personnel may register
as exhibitor representatives for only $325 per person.
Cancellation Policy
Confirmation Packet
All cancellations must be submitted in writing to the
PRISM International Member Services Department. A $50
processing fee will be charged for all cancellations postmarked before April 20, 2015. No refunds will be made on
cancellations postmarked after April 20, 2015.
Your meeting registration confirmation will be e-mailed
once it has been received and processed. If you do
not receive a confirmation within 3 weeks of submitting your registration, please call PRISM International at
+1.847.375.6344 or +1.800.336.9793 (U.S. residents only).
12
2015 PRISM International Annual Conference
FOR OFFICE USE ONLY
Please print. Use a separate form for each registrant.
Mtg Ord #1- ___________________________
May 17–20, 2015 | Hyatt Regency Hill Country Resort and Spa | San Antonio, TX
Complete Name
Cust# ____________ Date ______________
Nickname for Badge
Job Title
Company
Company Mailing Address
City
| State/Province
Business Phone
| Business Fax
| ZIP/Postal Code
| Country
| Website
Business E-mail (required)
Emergency Contact Name
| Day Phone
| Evening Phone
To register, make your selections in boxes A–F, add the subtotals, and indicate the total amount in box G.
o Check here if this will be your first PRISM International Annual Conference. o Check here if this will be the first PRISM International Annual Conference for your company.
Full Conference Only Registration (May 17–20, 2015)
Member
o Member
o Member Employee
o Join and Register (add dues in Box B)
Other
o Nonmember
o Exhibitor Representative
o Guest/Spouse _______________________
A
After
4/13/2015
o I will need vegetarian meals. (SDV)
o I require special assistance. Please contact me. (SA)
o I have other needs. Please contact me. (OTH)
$940 USD
$1,110 USD
$885 USD
$940 USD
$1,060 USD
$1,110 USD
Concurrent Session Selections, May 17–20, 2015
Monday, May 18
B
Take advantage of the member rate for this conference by selecting the appropriate
dues level below and including it in your total payment.
Membership Type
Gross Yearly Income
Dues
o
o
o
o
o
$3,000,000 or less
$3,000,001–5,000,000
$5,000,001–15,000,000
$15,000,001–50,000,000
$50,000,001+
$880 USD
$1,369 USD
$1,785 USD
$6,867 USD
$13,734 USD
$306 USD
$306 USD
$802 USD
o Affiliate Member
o Associate Member
o Corporate Partner
o Do not include my company in the online membership directory.
o I do not want my name provided as part of PRISM International’s mailing list.
Subtotal B $_________________
1-Day Conference Registration
o Monday/Tuesday
o Wednesday
C
o Thursday
On or before 4/13/2015
After 4/13/2015
o Member
$450 USD
$495 USD
o Nonmember
$690 USD
$825 USD
Subtotal C $_________________
4 easy ways to register
Mail
PRISM International
8735 W. Higgins Rd,
Suite 300, Chicago, IL 60631
Phone*
+1.847.375.6344
+1.800.336.9793
Fax*+1.847.375.6343
Online*
www.prismintl.org/conference
*credit card payment only
Note. For mailed registrations, allow at least 20 days for delivery to PRISM.
o Request a Buddy (RB)
o Serve as a Buddy (SB)
D
As part of your conference registration, please enter the 3-digit code for each concurrent
session you plan to attend. For session codes, see pages 4–8.
$1,305 USD
$1,460 USD
$325 USD
$325 USD
$300 USD
$300 USD
Subtotal A $_________________
Membership Dues
Company Member
Special Requests
On or before
4/13/2015
10:45–11:45 am
1 0
1:15–2:15 pm
1 0
2:30–3:30 pm
1 0
4:15–5:15 pm
1
Tuesday, May 19
10:45–11:45 am
2 0
2:45–3:45 pm
2 0
Wednesday, May 20
9–10 am
3 0
10:45–11:45 am
3 0
Optional Events and Preconference Workshops
E
Sunday, May 17
o 9 am
Golf Outing (OE1) $140 x______# of tickets
o 1:30–5 pm
Becoming an Effective Public Speaker (OE3) $19
o 6:30–8 pm
Opening Reception in Exhibit Hall (RC) (No cost)
o 8–10 pm
Doing Business with Diversified Companies (OE4)
o Member $49 o Nonmember $149
Monday, May 18
o 11:45 am–1 pm
Networking Lunch with Exhibitors (LUN1) (No cost)
Tuesday, May 19
o 11:45 am–1:15 pm Annual Business Meeting Lunch (BUS) (No cost)
o 7–8:30 pm
Conference Dinner (CD) (No cost)
o 8:30–10 pm
Last-Call Reception in Exhibit Hall (LCR) (No cost)
Wednesday, May 20
o Noon–1:30 pm
Closing Panel and Plated Lunch (OE2) (No cost)
Subtotal E $_________________
Charitable Donation
F
Please contribute the following amount on my behalf to Clean the World.
o $15
o $50
o $100
Although 100% of the proceeds collected will be delivered to Clean the World, because PRISM International is not a 501(c)3
charitable organization you cannot claim a tax deduction for this donation.
Subtotal F $_________________
Total
G
If payment does not accompany this form, your registration will not be processed.
A or B + C + E + F= $_________________
Total $_________________
Payment
Visa
MasterCard
Discover
American Express
Check (enclosed)
• Make checks payable to PRISM International, in U.S. funds. • A charge of $50 USD will apply to checks returned for insufficient funds.
• If rebilling of a credit card charge is necessary, a $75 USD processing fee will be charged. • I authorize PRISM International to charge the credit
card listed below amounts reasonably deemed by PRISM International to be accurate and appropriate.
Account Number
Exp. Date
Cardholder’s Name (print)
Signature
Cancellation Policy: All cancellations must be made in writing. A $50 USD processing fee will be charged for all cancellations postmarked before April 20, 2015. No refunds will be made under any
circumstances on cancellations postmarked on or after April 20, 2015. PRISM International reserves the right to substitute faculty or to cancel or reschedule sessions because of low enrollment or
other unforeseen circumstances. If PRISM International must cancel the entire workshop, registrants will receive a full credit or refund of their paid registration fee. No refunds can be made for lodging, airfare, or any other expenses related to attending the workshop.
PRESORT STD
U.S. POSTAGE
PAID
DES PLAINES, IL
PERMIT NO. 188
8735 W. Higgins Road, Suite 300
Chicago, IL 60631
2015 PRISM International Annual Conference
May 17–20, 2015 | San Antonio, TX
Hyatt Regency Hill Country Resort and Spa
Become a 2015 PRISM International Annual Conference exhibitor and
join this impressive list of companies that exhibited at the last several
conferences.
Ag Medical Systems, Inc. (AMS Silver
Rebate)
A-Lign CPAs
All Source Security Container
Allegheny Shredders
American Container Equipment &
Supplies, LLC
American Eagle Systems, Inc
Andrews Software, Inc.
Babaco Alarm Systems, Inc.
BELFOR Property Restoration
Big Dog Shred Bins USA Inc.
BMS CAT, Inc.
Brightstone Consulting Services, LLC
Brightstone Insurance Services, LLC
Commodity Resource &
Environmental. Inc.
CSR Professional Services, Inc
DACS, Inc.
DHS Worldwide Software Solutions
Digitech Systems, Inc.
DocuData Software Inc
Document Reprocesssors
Douglas Manufacturing Corp.
Elite Storage Solutions, LLC
Fairfax Imaging, Inc
Fire Protection International
Consortium, Inc.
FIRELOCK Modular Vaults
Garner Products Inc
IBML
Jake, Connor & Crew, Inc.
JVC Advanced Media USA Inc.
KirkpatrickPrice LLC
Matrix Payment Systems
NetGain SEO
Office Gemini
O’Neil Software
OPEX Corporation
Paige Company, The
Perm-A-Store
Polygon
Prime Compliance
Profit Enhancement Group
Pyromet
Qualstar Corporation
REB Storage Systems International
Roadnet Technologies, Inc
Russ Bassett Corporation
SDB Magazine
Shred-Tech
SilverTech X-Ray Recycling
Teilhaber Mfg Corp
The Fire Protection International
Consortium, Inc.
The Paige Company
Tronitech, Inc.
Virtual Cloud Solutions
XpresspaX, Inc.
For more information about becoming an exhibitor or sponsor, please contact Chris
Schroll at 847.375.3661 or [email protected].