February 14, 2017 Meeting Notice

Implementing Effective Records Management Audits

Implementing a records management program is only half the equation; measuring its success is the other half. In this session, you will discover successful strategies for designing program controls and audit processes for your records management program. You will learn to develop a program audit framework, including how to determine the right metrics to measure, vehicles for collecting relevant data, data sampling techniques, how to identify whom to audit, managing the data collection process, and interpreting the results.

Learning Objectives: Upon completion of this session, you will be able to:

  1. Apply the top five audit strategies for records program
  2. Implement audit processes that bring results
  3. Determine the right measurements and controls for your program
  4. Interpret your audit results for continuing improvement
 About the Presenter:  Christina Torres, CIPP, CRM, PMP, Director of Corporate Records for Microsoft Corporation, has more than 10 years’ experience in document and records management technology integration, policy implementation, e-discovery, and project management. Her mission is to bring records management to the next generation of integrated, compliance-enabling processes and technologies that are transparent to end-users and meet corporate legal requirements. Prior to her position at Microsoft, she held the position of Director of Records & Information Management at USAA in San Antonio, Texas.

 

Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH

Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall denise_witzgall@cinfin.com by Friday Feb 10th

Members: $15,   Non-Members: $20, Students: $10  – first time guests are FREE

Note:  If you register and need to cancel, please do so by Monday, Feb 13th.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.

January 10, 2017 Meeting Notice

Can Electronic Records Really Be Managed?

The enormous gap between information governance (IG) policies and broad compliance with them, prompts a legitimate concern about whether electronic records can really be managed at all. In this presentation, the following questions are answered and, in the process, insights and solutions are shared for narrowing that compliance gap:

  1. Are we asking too much of the business?
  2. Is auto-classification ready for prime-time?
  3. Why is it so hard to work with IT?
  4. Must senior management be involved?
  5. Can I really make this happen?

Learning Objectives

Upon completion of this web seminar, participants will be able to:

  1. Define a practical “ask” of the business that encourages user compliance with IG policies
  2. Analyze requirements for automatic collection and classification of records and related information
  3. Describe how to improve broad compliance with IG policies by leveraging IT knowledge and resources
  4. Summarize how to avoid project disruption by gaining senior management approval

About the Presenter:  Jim Coulson, CRM, FAI is a former Managing Director, Huron Consulting Group. Jim has been involved in records management for over thirty years, including fifteen years as a senior executive. Jim has worked with more than two hundred organizations to improve their records and information management programs. Coulson is in the ARMA International Company of Fellows. The Institute of Certified Records Managers has recognized Coulson’s impact on the profession with the highest award in the field of RIM, the Emmett Leahy Award.

Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH

Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall denise_witzgall@cinfin.com by Friday Jan 6th

Members: $15, Non-Members: $20, Students: $10  – first time guests are FREE

December 13, 2016 Meeting The 21st Century Retention Schedule

This session presented by John Montana, JD, FAI, will examine today’s information environment and what you need to do to create a responsive retention schedule.  You’ll learn about key differences between a traditional retention schedule and one responsive to new realities, new issues such as privacy and data loss prevention and new risk management calculus that must be taken into account.

Location: Cincinnati Insurance Company, 6200 S. Gilmore Rd., Fairfield, OH

Registration:  11:15
Lunch: 11:30
Presentation: Noon-1:30

$15 Members
$20 Non-Members
$10 Students
Register via email to denise_witzgall@cinfin.com by Friday, 12/9

 

November 8, 2016 A Walk in the Cloud: Security Considerations for Cloud Computing

Organizations are moving to the cloud, some faster than others. This presentation will take a look at how organizations are moving to the Cloud and discuss the benefits and risks of using Cloud-based systems. The speaker will bring first-hand experience of working with Google Apps for Work (now, “G Suite”) as well as other applications and business processes that were moved to platforms in the cloud. Cloud computing introduces risks into the organization, but most can be managed or mitigated.

An article on Cloud Computing, “Another Walk in the Cloud” was published in ARMA’s Information Management Magazine’s September / October, 2016 issue.

Speaker’s Bio:


Patrick J Cunningham, CISM, FAI

Patrick J. Cunningham, CISM, FAI has over 30 years of experience combining records management, information governance, and information security. Pat recently left Motorola Solutions, Inc. after nine years as Senior Director, Information Governance, Risk and Compliance. He has prior experience with employers in the non-profit, government, consulting and financial services sectors. Pat holds a Bachelor of Arts degree in History from Quincy University in Quincy, IL and a Master of Arts degree in Public History from Loyola University of Chicago. Pat became a Certified Information Security Manager in 2016. He received designation as a Fellow of ARMA International in 2009. A member of ARMA International for nearly 30 years, Pat has held ARMA leadership roles at the local and International levels and is a regular chapter and Conference speaker.

$15 members
$20 nonmembers
$10 students

Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH

Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall denise_witzgall@cinfin.com by Friday, Nov 4th.

Note:  If you register and need to cancel, please do so by Monday, Nov 7thth.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.

October 11, 2016 Greater Cincinnati Chapter Meeting

Microsoft Office 365

If your organization is using or exploring the use of Microsoft Office 365, please join us to discuss Cloud/Hosted Email and about 3 specific features Microsoft Office 365 has to offer in the Security and Compliance space.

  1. Manage data using Retention and Online Archiving
  2. Search and investigate using Content Search and Audit Log Search
  3. How to Configure eDiscovery searches

Speaker

Joe Kuth is a retired IT Director for a local Non-Profit organization.  Joe is an owner of  a computer consulting company since 1994 TecRef. Joe is a certified Microsoft Cloud Partner with experience managing and deploying Office 365 from small to large organizations.

 

Location:  SD1 is hosting our October Meeting at 1045 Eaton Drive, Ft. Wright, KY 41017.

Directions:

I-75 South to 275 East, take Exit 80 (Independence/Covington).  Left off exit onto KY 17 (Madison Pike).  At the second stop light, turn right on Eaton Drive.

I-71 South to 471, follow 471 to 275 West.  Take exit 80 (Independence/Covington), left off exit onto KY 17 (Madison Pike).  At first stop light, turn right on Eaton Drive.

Taking 275 east or west, exit 80, following same as directions above.

 

Follow Eaton Drive to main entrance to parking lot.  Guests can park anywhere except customer parking.  Enter main entrance, go across main lobby to Board Room (directly ahead when entering).  There will be a group sign-in sheet at the front counter to account for all visitors.

 

$15 members
$20 nonmembers
$10 students

Registration 11:15 -11:30

Lunch 11:30 – Noon

Presentation – Noon

Register via email to Denise Witzgall denise_witzgall@cinfin.com by Friday October 7th.

Note:  If you register and need to cancel, please do so by Monday, October 10th.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.

May 10, 2016 Meeting Notice

Records Management in the News

Think poor record keeping practices can only result in court sanctions and fines? Think again. Using recent stories of actual companies in the news, Certified Record Manager Martin Susuc will highlight the real life consequences of poor records management. Stories will range from the withholding of millions of dollars in tax refunds to wrongful & unintended births. Mr. Susec will break down the stories, identify and analyze the records retention issues and standards at play and highlight where the companies went wrong.
Speaker’s Bio: Martin Susec, CRM, works within the Discovery Management Unit (DMU) of the Litigation Practice Group (LPG) of Nationwide where he advises and supports fellow attorneys and business units, including the Records & Information Management Unit (RIM), on the proper management of information within the enterprise.  In that capacity, he handles a variety of electronic discovery and information management matters and proactively assists in reducing corporate litigation costs and risks.  Martin researches and consults on new and proposed laws, standards, or regulatory trends within the field of information management and also identifies risks presented by proposed actions of the business.  Upon request, Martin also advises, drafts, and negotiates agreements between Nationwide and its vendors regarding information management.

Mr. Susec graduated from The Ohio State University College of Business with a Bachelor’s degree in Marketing and International Business, and the University of  Akron School of Law and College of Business (MBA) . After law school, Martin worked for ten years at the Ohio Attorney General’s Office where he specialized in public records law.

$15 members, $20 nonmembers, $10 students

Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall denise_witzgall@cinfin.com by Friday May 6th.

Note:  If you register and need to cancel, please do so by Monday, May 9th.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.

Public Event Paper Shred & Electronic Recycling Drop Off

RAIN OR SHINE

Sponsored by: Greater Cincinnati Chapter of ARMA

Mobile paper shredding services provided by: Shred-it

Electronics destruction/recycling services provided by: Cohen Electronics Recycling

No charges except for: CRT (tube) Monitors – $10.00,Tube Televisions – 28” or larger $30.00, 27” or smaller $20.00

WHEN: SATURDAY APRIL 30, 2016

TIME: 10:00 a.m. to 12:00 p.m.

LOCATION: Cincinnati Financial Corporation, 6200 South Gilmore Rd., Fairfield, Ohio 45014

DIRECTIONS:   From I-71 and I-75- Take exit for I-275 westbound to exit 39, Fairfield/Forest Park. Cincinnati Mills will be on the right side. Pass the mall Cincinnati Financial Corporation is the tallest building on same side of mall. Go past Cincinnati Financial Corporation to signal light at Mack and Gilmore. Turn right at light onto Mack. Turn right into parking lot at next two entrances. Follow the signs to the garage.

 

ARMA International is a not-for-profit professional association and the authority on managing records and information.  The Greater Cincinnati chapter serves the tri-state area, with members from corporate, government, service, and information industry entities.                      

April 12, 2016 Meeting

Information Governance and e-Mail (A case Study)

While e-mail is just a single medium in the world of IG, it’s often the one that is the most cumbersome, voluminous, most used, and most requested during a litigation or investigation.   This session will be dedicated to e-mail and the decisions an organization has to make either when launching a new system or when thinking about how to improve IG in an existing e-mail system.  James will share his experience implementing a e-mail system as well as cover the top 3 hot topics in e-mail .

 Speaker’s Bio: James Zimmerlin, CRM, CA is the Manager of Records and Information Management at Care Source in Dayton, OH.  Care Source  is a leading nonprofit managed healthcare company which has been meeting the needs of health care consumers for more than 25 years.  Before CareSource, James worked in both Records and Archives for Warren County, OH.   James is both a Certified Archivist and a Certified Records Manager and brings real-life experience to this discussion.

$15 members,   $20 nonmembers , $10 students

Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall   denise_witzgall@cinfin.com  by Friday April 8th.

Note:  If you register and need to cancel, please do so by Monday, April 11th.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.

 

March 8, 2016 Meeting

Information Governance and Security

When we say “Security” in Information Governance, what do we mean?

Data breaches top the list of concerns for a majority of businesses.  More security is often cited as the solution.  But what is security?  This presentation revolves around a review of the 2015 Federal Trade Commission’s (FTC’s)  “Start with Security:  A Guide to Business and the 10 areas covered under this moniker of security.”  Come discover how “security” is a major cornerstone of Information Governance, and how it closely relates to another IG pillar, Privacy.

Speaker’s Bio:

Lisa J. Berry-Tayman, Sr. Privacy and Information Governance Advisor

Lisa has almost two decades of experience assisting organizations in information governance and management, privacy, security, and e-discovery.  She speaks on these topics at corporate, legal, governmental and university events in the US and Canada.    Lisa is a Certified Privacy Professional (CIPP/US and CIPP/C), a Certified Information Privacy Manager (CIPM) and a Certified Information Privacy Technologist (CIPT).  She is a former practicing attorney and former assistant attorney general in the State of Missouri.  Her educational achievements include a Juris Doctorate with distinction from Mississippi College School of Law, and a Bachelor’s degree and graduation from the Honors Program at Ball State University, where she studied criminal justice and criminology.

Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH

Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall denise_witzgall@cinfin.com by Friday March 4th

Note:  If you register and need to cancel, please do so by Monday, March 7th.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.

Ronald McDonald House – Dinner

ARMA Members,

As you know, each year we do something to support our charity the Ronald McDonald House. Come join us this year in serving dinner to the house guests and their families. We will serve pizza, pop and cookies for desert. It’s simple, you place the pizza and cookies on the plates and put ice in the cups then place it all on the counter for the guest and families to pick up at their convenience. This small gesture goes a long way to help make their lives a little easier.  If you are interested in helping serve this year contact Debi_Baker@cinfin.com.

 

Where:    Ronald McDonald House Greater Cincinnati

                  350 Erkenbrecher Avenue

                  Cincinnati, Ohio 45229

When:     Wednesday, March 16th, 2016

Time:        Dinner is served from 6:00 p.m. – 8:00 p.m.

                   (Be there by 5:30 p.m.)