Essential Updates for Government Information and Records Managers E-Records for the Public Sector January 27 – 28, 2015 Optional Workshop: January 29, 2015 Ottawa, Ontario YOur Faculty Hear from experienced leaders Including these experts and more Patrick McDermott, Senior Manager, Open Government Systems, Treasury Board of Canada Secretariat Paul M. Wester, Jr., Chief Records Officer, National Archives and Records Administration, U.S. Government Bruce Miller, President, RIMtech Elsé Khoury, Manager, Manager, Information Management Services, Niagara Region Liz Kofsky, Product Marketing Director, ECM, OpenText Daniel Gordon, Director, Information and Knowledge Management Division, Health Canada Martin McGarry, Consultant, Bronson Consulting Stephen Donahoe, IM/ECM Strategist, Donahoe Consulting Inc. Improving Practices in Electronic Recordkeeping ❑ P ❑ P ❑ P ❑ P ❑ P ❑ P ❑ P ❑ P ❑ P ❑ P Get tips from a detailed case study of a major paper to electronic digitization project Discuss the ongoing debate of what constitutes an “official record” Hear GCDOCS implementation stories, challenges and tips for success Get an update on the advancement of the Government of Canada’s Virtual Library Understand how an information readiness project can work in a government setting Learn about opportunities to auto-classify your documents Take away the latest in governance strategies that encompass existing and future projects Assess strategies for managing in a hybrid paper and electronic environment Go beyond cloud computing theory and hear about the practical application at Niagara Region Align your recordkeeping goals with the mandates of privacy and access Presented in Association with: Presented by: First Canadian Chapter Register Today! Call 1.800.474.4829 • Fax 1.800.474.4829 • www.infonex.ca E-Records for the Public Sector January 27 – 28, 2015 Ottawa, Ontario Day One Program Agenda: Tuesday, January 27, 2015 8:00 – 9:00 Registration and Continental Breakfast 12:30 – 1:30 9:00 – 9:15 Luncheon Break Welcome and Opening Remarks from the Chair 1:30 – 2:30 9:15 – 10:15 Stephen Donahoe, IM/ECM Strategist, Donahoe Consulting Inc. Martin McGarry, Consultant, Bronson Consulting Engaging Information Stakeholders in a Government Enterprise Paul M. Wester, Jr., Chief Records Officer, National Archives and Records Administration, U.S. Government • Collaboration techniques that work • Assessing the unique environment of a public sector environment • Challenges of matching the pace of government with the pace of new technology • Capturing official records in government: trends and observations Paul M. Wester, Jr. leads records management throughout the Federal Government, with an emphasis on electronic records. He is responsible for issuing Federal records management policy and guidance; liaising with Office of Management and Budget (OMB), the U.S. Congress, the U.S. Government CIO Council, and other stakeholders on records management issues; and serving as an ombudsman between agencies and the Archivist to ensure that NARA and the agencies it serves meet their statutory mandates and records management requirements. Prior to his current appointment, Mr. Wester served as the Director of Modern Records Programs in the National Archives and Records Administration's Office of Records Services - Washington, DC. 10:15 – 10:30 10:30 – 11:30 In today’s outsourced, disposable society, organizations may be tempted to trust technology to manage our information assets. In addition, if it were not for the requirement to comply, we might very well ignore Information Management (IM) all together! • Address the value of IM as a discipline relative to the advances in technology • Hear the current driving factors behind IM • Assess generational and behavioural considerations • Debate the merits and defects of the premise: “IM is dead” Stephen Donahoe is recognized as a records and information management (RIM) thought-leader by both the public and private sectors. His communication skills enable him to deal with end users, stakeholders and senior managers when determining RIM requirements at both the enterprise and business unit levels. He specializes in helping his clients develop and implement effective RIM stewardship, governance and compliance frameworks and processes. Stephen is a graduate of the University of Ottawa, and is a Certified Management Consultant. 2:30 – 2:45 Networking Break 2:45 – 4:00 Networking Break CASE STUDY Health Canada's E-Records Update: Functional Classification and Information Management Readiness Project Daniel Gordon, Director, Information and Knowledge Management Division, Health Canada • Health Canada's approach to functional classification for the department and for the public • Tying business process analysis with functional classification • Why Health Canada embarked upon an information readiness project • Project launch and status to date • Outcomes and looking forward 11:30 – 12:30 Transparent and Defensible Auto-Classification Liz Kofsky, Product Marketing Director, ECM, OpenText • Are interests of the organization being protected? • New strategies for capturing and classifying more than just official records • Pros and cons of these new strategies • Understand how auto-classification can work for your department Liz Kofsky is Director, Product Marketing for OpenText ECM offerings. Liz’s expertise is in Enterprise Content Management and Enterprise Records Management. Liz has been with Open Text for almost 2 decades and has held positions in Global Services, Governance, Risk, Compliance (GRC), Portfolio Management and Product Marketing. She is a regular speaker at various international conferences. Liz holds a Bachelor of Commerce from McGill University and a Masters of Business Administration (MBA) from the University of Ottawa. Register Now! Information Management Is Dead; or Is It? Call 1.800.474.4829 Open Government at the Government of Canada and Impact on Information Management Patrick McDermott, Senior Manager Open Government Systems, Chief Information Officer Branch, Treasury Board of Canada Secretariat, Government of Canada • Background on Canada’s Action Plan on Open Government and how the Virtual Library fit in with that • Designing an online searchable repository of published Government of Canada documents of all kinds • Examples of document types: publications, consultant reports, ATI summaries, government research, presentations, white papers, etc. • Our plans for Year 1-3, including launching the pilot • How we will ensure the Virtual Library reflects the needs of citizens • Impact on records and information managers with records being “open” now by default Patrick McDermott is responsible for the development and delivery of systems and processes supporting the Government of Canada’s Open Government initiative. In this role, he is tasked with planning, evolving and maintaining the Open Government web portal, contributing to international and domestic commitments regarding accessibility to data and information (including the Open Government Action Plan and the G8 Open Data Action Plan), integrating Open Government initiatives and processes within existing federal government structures, and representing Canada’s Open Government program at domestic and international forums. Fax 1.800.558.6520 www.infonex.ca E-Records for the Public Sector January 27 – 28, 2015 Ottawa, Ontario Day Two Program Agenda: Wednesday, January 28, 2015 8:00 – 9:00 Continental Breakfast 9:00 – 9:10 Opening Remarks from the Chair Martin McGarry, Consultant, Bronson Consulting 9:10 – 10:10 Realizing the Cost and Complexity of Creating a Historic Digital Archive Martin McGarry, Consultant, Bronson Consulting • Functional and technical challenges of an end-to-end paper to electronic digitization project (relevancy challenges, metadata maps, logistical challenges, digital preservation, quality assurance, etc.) • Understand the project goals and their impact to the overall Indian Residential Schools Settlement Agreement, its importance to Canada and its aboriginal heritage • Cost drivers involved in a large scale historical digitization project Martin McGarry has 14 years experience as a Management Consultant including 6 years working in Europe for a global consulting firm. Prior to moving to Ottawa in 2007 he worked solely in the private sector, including in Europe's Capital Markets, at board level for a Fortune 500 telecoms provider, several multinational utility companies and now in Ottawa's Federal and Municipal governments. Having made the UK to Canada transition he found himself as Program Manager and Solution Architect for historically important Indian Residential School document collection and digitization project. 10:15 – 10:30 Networking Break 10:30 – 12:00 Extended Session: Information Governance Bruce Miller, President, RIMtech Part One: Information Governance – Delivering Verifiable Compliance in Electronic Settings • Essential elements of an electronic document and records management system (EDRMS) project: key objectives • Real-world obstacles and barriers to success • Why you need to understand the science of electronic recordkeeping – key concepts, principles and measures • Develop a basic governance model that establishes a strong, permanent foundation for EDRMS 12:00 – 1:00 Luncheon Break CASE STUDY 1:00 – 2:00 Sharing Information Assets Across Organizational Silos and Systems Messaouda Ouerd, Chief, Information Architecture Services, Agriculture and Agri-Food Canada • Agriculture and Agri-Food Canada's business information architecture (BIA) for consistent and familiar organizing, finding, and sharing of information • Its development process • Implementation in SharePoint • Agriculture and Agri-Food Canada's approach to integrating it with GCDOCS • Brief studies of the development of the two of the functions in the BIA 2:00 – 3:00 Recordkeeping in the Cloud CASE STUDY Elsé Khoury, Manager, Information Management Services; Freedom of Information and Privacy Coordinator, Information Management Services, Niagara Region • How can government organizations manage the consumerization of IT while maintaining legislated compliance • Accountability in the cloud: making it work • Considerations for privacy and access compliance • Approach to IT/IM/legal collaboration • Insights for recordkeeping in the cloud • Managing records in a complex, hybrid environment 3:00 – 3:15 Networking Break 3:15 – 4:00 Open Discussion and Q&A • Peer insights into critical challenges from a cross-section of public sector organizations • How your colleagues are managing their information management challenges • Address the changing role of the records and information manager Part Two: Tying Your Information Governance Program Into Your Existing Projects • Importance of a governance council to keep strategy, priorities and funding on track • Policies to backstop critical decisions such as auto-delete, valuation, etc. • New business processes that reflect policies, e.g. declaration processes and performance measurement • Define the specific roles of key stakeholders including end users, IT, RIM, Legal, management, etc. Bruce Miller is the founder of RIMtech, a vendor-neutral electronic recordkeeping implementation service and is currently authoring the book Implementing Electronic Recordkeeping Software - a Methodology for Success. Bruce also served for three years as IBM's E-Records Strategy and Business Development Executive. Bruce received ARMA Canada's National Capital Region's Ted Ferrier Award of Excellence for his contribution to the field of records management and is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of records management. Register Now! Call 1.800.474.4829 Fax 1.800.558.6520 www.infonex.ca E-Records for the Public Sector January 27 – 28, 2015 Ottawa, Ontario Optional Workshop: Thursday, January 29, 2015 Full-DAY WORKSHOP: 9:00 – 4:00 Integrating OpenText with Microsoft SharePoint Bruce Miller, President, RIMtech How can you deploy Content Server 2010 for recordkeeping in a SharePoint 2010 setting? Hear how Open Text integrates with SharePoint via its product offering known as Application Governance and Archiving (AGA). Recordkeeping considerations in using AGA will be emphasized. Get a close, and hands on look at the capabilities and limitations of SharePoint and Open Text. Learn how to control and manage the flow of records between the two products. Use interactive exercises and real life examples to plan and execute a successful deployment of OpenText with SharePoint and achieve recordkeeping compliance. Upon completion, participants will be able to: • • • • • • • • Understand the capabilities and limitations of the OpenText Application Archiving and Governance offering Understand the recordkeeping roles and limits of each of the two products Configure SharePoint appropriately in support of an integration Learn the different modes of records flow between the two products Define and deploy manual versus automatic declaration of SharePoint documents into OpenText Configure Case vs Subject records files Manage and track document metadata, security, and audit data between the two products Search records and non-records from either platform Join Your Peers Who should attend BUILDING ON A Celebrating thirteen years of informative events TRADITION OF SUCCESS “ “ “ “ “ “ “ “ “ Learned best practices for getting staff engaged into the e-records system. • Information Officers and Managers • Records Officers and Managers • Compliance Officers and Managers — Records and Information Manager, Nunavut Tunngavik • Project Managers • Risk Officers and Managers “ Highly practical sessions based upon the experience of experts. — Privacy, Access, Records and Information Officer, City of Saint John • Information Service Directors and Managers “ — Records Management Officer, Canadian Institutes of Health Research (CIHR) • Office Managers • Enterprise Content Managers • IT Directors and Managers Highlighted how RM is very important to organizations and ways to be a more effective advocate. — Director Finance Administration, Infrastructure Canada • Business Support Analyst • Archivists and Document Specialists “ “ — Corporate Information Manager, Government of New Brunswick Thank you for an excellent conference. I look forward to other offerings from Infonex! “ — Manager, Records and Information, Canadian Standards Association It was a really good experience for learning new ideas, trends, and problems in RIM field, especially in new e-environment. Register Now! • Legal Affairs Directors and Managers • Knowledge Directors and Managers Good coverage overall of current e-records environment. I have learned a lot. • Lawyers, In-house Counsel — Records and Information Analys, City of Toronto Call 1.800.474.4829 SPONSORSHIP & EXHIBITION OPPORTUNITIES If you would like to increase your visibility with records management professionals at E-Records for the Public Sector. A limited number of sponsorship options are available. For more information or to check availability, contact our sponsorship department by telephone at 1.800.474.4829, ext. 244, or by email at [email protected] Fax 1.800.558.6520 www.infonex.ca E-Records for the Public Sector THREE Key Benefits of Attending Location: E-Records for the Public Sector will be held at: 1) Get tips and strategies from the U.S.'s National Archives and Records Administration and see how they can be applied in teh Canadia public sector 2) Learn how to develop a basic information governance model to support your electronic document and records management system (EDRMS) from an extended, two-part session 3)Advance your professional development goals REGISTER by phone, on-line, or in these 3 easy steps! 1 Print your name and contact information Mr./Ms./Mrs.____________________________________________Title____________________________ Organization ______________________________________________________________________________ Name of Approving Manager_______________________________________Title_________________________ Address _________________________________________________________________________________ City ______________________________ ______ Province_______ Postal Code _______________________ Telephone ( )___________________________ Ext_____________ Fax ( January 27 – 28, 2015 Ottawa, Ontario ) ______________________ Courtyard Marriott Ottawa Downtown 350 Dalhousie Street Ottawa, ON K1N 7E9 Telephone: 613-241-1000 www.marriottcourtyardottawa.com Your Registration Includes: Registration fees include all course materials, continental breakfast, lunch, and refreshments. Parking and accommodation are not included. SPONSORSHIP, EXHIBITION, and promotional OPPORTUNITIES: Increase your visibility with records management professionals in the public service at E-Records for the Public Sector. A limited number of sponsorship options are available. Email address _____________________________________________________________________________ Contact our sponsorship department by telephone at 1.800.474.4829, ext. 244, or by email at [email protected] Company’s main line of business____________________________________ Number of Employees:________ cancellation policy: 2 Select your preferred payment method Prices subject to HST. FULL PRICE Register by DECEMBER 19 Course for Groups of 3 + $2,099 each $1,899 each Course for Groups of 2 $2,199 each $1,999 each $2,299 $2,099 $900 $800 Course for One Registrant Optional Workshop Register b y DECEMBER 19 to SAVE $200 off th e regu course fee lar . *Groups must register together at the same time to be eligible for group rates. SELECT YOUR OPTION(S): ✔Two-Day Course ❑ ❑ Method of Payment: ❑ VISA ❑ MasterCard ❑ Full-Day Workshop ❑ Cheque enclosed, payable to INFONEX Inc. Card Number: ___________________________________________ Exp. Date: ________ / ________ Signature: _______________________________________________________________ ❑ Please check box if you are GST/HST exempt 3 Exemption #___________________________ SEND US YOUR REGISTRATION fax: 1.800.558.6520 @ email: [email protected] ☎ telephone: 1.800.474.4829 website: www.infonex.ca ✉ Substitutions may be made at any time. If you are unable to attend, please make cancellations in writing and fax to 1-800-558-6520 no later than January 13, 2015. A credit voucher will be issued to you for the full amount, redeemable against any other INFONEX course and which is valid for twelve months (one year) from the date of issue. If you prefer, you may request a refund of fees paid, less a 15% administration fee. Registrants who cancel after January 13, 2015, will not be eligible to receive any credits or refunds and are liable for the entire registration fee. Confirmed registrants who do not cancel by January 13, 2015, and fail to attend will be liable for the entire registration fee. DISCOUNT CODE: 1137-W mail: INFONEX INC. 360 Bay Street, Suite 900 Toronto, Ontario M5H 2V6 GST/HST No. R134050012 INFONEX reserves the right to cancel any conference it deems necessary. In the unlikely event that a conference is cancelled, INFONEX's liability is limited to paid registration fees; INFONEX will not assume any further liability for incidental costs including (but not limited to) hotel and air fare. INFONEX also reserves the right to change the date, location, and content for event(s) offered herein without further notice and assumes no liability for such changes. Visit www.infonex.ca for current conference information. INFONEX is a registered business name of INFONEX INC.
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