Essential Updates for Government Information and Records Managers
for the Public Sector
January 27 – 28, 2015
Optional Workshop: January 29, 2015
Ottawa, Ontario
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,
Elsé Khoury, Manager, Manager,
Information Management Services,
Niagara Region
Liz Kofsky,
Product Marketing Director, ECM,
Daniel Gordon, Director, Information
and Knowledge Management
Division, Health Canada
Martin McGarry, Consultant,
Bronson Consulting
Stephen Donahoe, IM/ECM
Strategist, Donahoe Consulting
Improving Practices in Electronic Recordkeeping
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
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
Register Today!
Call 1.800.474.4829
Fax 1.800.474.4829
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
Martin McGarry, Consultant, Bronson Consulting
Engaging Information Stakeholders in a Government
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
• 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
• 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
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
• 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
Fax 1.800.558.6520
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
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
• Its development process
• Implementation in SharePoint
• Agriculture and Agri-Food Canada's approach to integrating it with
• Brief studies of the development of the two of the functions in the BIA
2:00 – 3:00
Recordkeeping in the Cloud
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
• 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
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
Your Peers
Who should attend
Celebrating thirteen years of informative events
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
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
E-Records for the Public Sector
THREE Key Benefits of Attending
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!
Print your name and contact information
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
Your Registration Includes:
Registration fees include all course
materials, continental breakfast, lunch,
and refreshments. Parking and accommodation are not included.
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:
Select your preferred payment method
Prices subject to HST.
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
Course for One Registrant
Optional Workshop
Register b
off th
e regu
course fee lar
*Groups must register together at the same time to be eligible for group rates.
✔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
Exemption #___________________________
fax: 1.800.558.6520
email: [email protected]
☎ telephone: 1.800.474.4829
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
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 for current conference information. INFONEX is a registered business name of INFONEX INC.