SESSION 1 Title: Essential Elements of a Successful RIM Program Howard Loos, CRM Abstract: Whether you are beginning your RIM program or are well underway, this session is for you. Establishing a successful RIM program requires time, patience, discipline, and a sound roadmap. In many cases, the initial step towards building your RIM program is to assess your current situation, followed by determining where you need to be and how to get there. Building a new RIM program or expanding an existing program requires resources, management buy-in, and a good, solid plan. A good roadmap will document the people, policy, process, and technology changes necessary to establish your program goals and objectives. During this session, you will learn the essential elements for building a successful RIM program. Bio: Howard Loos, CRM, has 20 years of experience in the field of Records and Information Management (RIM). During most of those years, Howard worked as a consultant in the Financial, Manufacturing, Oil & Gas and Technology industries, as well as Education and Government. His specialties include strategy development, RIM program development, organizational governance, requirements gathering and software implementation. More recently, Howard has led RIM Program Development teams and SharePoint implementations. Howard attended the University of North Dakota, where he received his bachelor degree, majoring in both Business Administration and Records and Information Management. He later received an MBA from the same university. Howard is currently serving as the University Records and Information Manager at Brigham Young University and the ICRM Mentor Coordinator. SESSION 2 Title: Implementing ECM Solutions for Records Management: Information Governance and Business Impact Shiva Hullavarad, Ph.D. Abstract: Enterprise Content Management (ECM) solutions provide robust functionality to control and analyze information. ECM solutions help reduce search times, manage data, and enable institutions with regulatory compliance. Regardless of its customer size or nature of business, each organization has diverse, unique needs for information management as its business processes require information related to product details, inventory, accounts receivable/payable, customers, research and development, financials, facilities, assets, and human resources. Transitioning to an ECM can help an organization improve customer service, streamline processes, enhance employee productivity, track information, comply with regulations, eliminate unneeded information on servers and in filing cabinets, and implement business continuity measures. The main goal of ECM implementation is to have transparent content sharing by making different and incongruent applications interoperable. This session covers: 1) a typical architecture of an ECM, 2) identification of key challenges in implementation, 3) implementation road map strategy, and 4) organization requirements. Learning Goals/Objectives: By the end of this presentation, the audience will have learned about: Enterprise Content Management (ECM) architecture, including user interface, components, solutions, and repository. Records and Information Management (RIM) and Information Governance (IG). A road map strategy for implementing an ECM solution. Target Audience: Information Managers, Electronic Records Managers, and Regulatory Compliance Managers. Bio: Shiva S. Hullavarad has a Ph.D. in Physics and an MBA. He is the Enterprise Content Management administrator for the University of Alaska System. In this role, Dr. Hullavarad uses knowledge of records and information management (RIM) principles, procedures, and best practices to manage enterprise content and records management systems. He also oversees all activities involved in managing the University’s active and inactive records, and retention of ECM/ERM system information. Dr. Hullavarad’s areas of expertise include: Information Governance, Managing ERP Systems, and IT Roadmap Strategies. SESSION 3 Title: Breaking Barriers: Basic Workplace Communication Principles Christina L. McDowell, Ph.D. Abstract: The purpose of this presentation is to provide you with basic workplace communication principles. Communication is important to personal success in the workplace and organizational success in the marketplace. Fighting for attention in the workplace and having our messages heard, however, is routine. By applying basic principles, a person will break down barriers to communication and ensure messages are received and listened to in the crowded business marketplace. This session will include professional tips on how to communicate effectively in the workplace. Learning Goals/Objectives By the end of the presentation, the audience will learn how to: • Break through barriers to communication in the workplace • Apply basic principles to communicate effectively in the workplace • Ensure messages are received and listened to by others in the workplace Target Audience Records Management Professionals – Entry Level to Senior Level Professionals Bio: Christina L. McDowell is an Assistant Professor of Business Communication at the University of Alaska Anchorage in the College of Business and Public Policy. She teaches a course in “Business Communication” that focuses on improving writing, presentation, and teamwork skills within a professional environment. She has also taught courses on Public Relations, Advertising, Integrated Marketing Communication, Intercultural Communication, Public Speaking, and Interpersonal Communication. Additionally her expertise includes Strategic Corporate Communication, Communication Management, Crisis Management, Organizational Consulting, and Communication Ethics. Dr. McDowell’s current research projects include a co-authored interpersonal communication book manuscript. She has also received funding from the National Communication Association to conduct research on academic leadership at the presidential level from a communication perspective. She has presented papers at national, regional, and state conferences and is published in Communication Research Trends and the Journal of Learning Community Research and Practice. In addition, Dr. McDowell is a member of the American Marketing Association, National Communication Association, Southern Communication Association, and Western Communication Association. Academic Background: Ph.D. in Rhetoric with emphases in Interpersonal/Organizational Communication and Communication Ethics, Duquesne University, 2012; M.A. in Corporate Communication, Duquesne University, 2005; B.A. in Communication Studies, Duquesne University, 2004. SESSION 4 Title: Challenges and Successful Approaches for Managing Records Panel Discussion, Facilitated by Howard Loos, CRM Panelist: Howard Loos, CRM, Records & Information Manager, Brigham Young University, Provo, Utah. Dr. Shiva Hullavarad, ECM/ERM System Administrator/Architect, University of Alaska, Fairbanks, Alaska. Dr. Christina McDowell, Assistant Professor of Business Communications, College of Business and Public Policy, University of Alaska, Anchorage. Ms. Renee Salvucci, CRM, RMS Enterprises, LLC, Anchorage, Alaska. Mr. Toby Allen, CRM, Records Management Supervisor, Municipality of Anchorage, Alaska. Abstract: This facilitated panel discussion will focus on the Challenges and Successful Approaches for Managing Records.
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