IMS 2010

Date: Time: Place:

Wednesday September 15, 2010 8:30 AM - 4:00 PM Metro Toronto Convention Centre 255 Front Street West Room 205

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Information Management Symposium Program

Keynote Address: E-mail Management & Privacy by Chantal Bernier - Assistant Privacy Commissioner of Canada

How eDiscovery Requirements Can Drive Information Management – The new Ontario Rules of Civil Procedure by Bill Tolson - Director of Product Marketing/Evangelism, Iron Mountain

eDiscovery & the Sedona Canada Principles by Christine Ardern, CRM - Principal Consultant. The Information Management Specialists

Building a Compliant Records Program by Randolph Kahn - Founder, Kahn Consulting, Inc.

New & Emerging Trends in Records Management by Alex Benay - Senior Strategist/Canadian Public Sector, Open Text Corporation

Program Details

How to reduce costs and improve quality through process improvement and paperless technologies (ECM, ECMS, Workflow, Retention/Disposition)

Date: Time: Place:

Thursday October 14, 2010 11:00 AM - 12:00 PM Web Seminar

Presenter: George Dunn, President of CRE8 Independent Consultants www.cre8inc.com

This presentation will discuss how to document process goals and defects (cost, service, compliance, liability, safety); how to develop a baseline of current processes; and how to meet process goals and reduce defects through:  procedural changes, better use of technologies already owned, and advanced paperless technologies.  As part of the presentation example case studies will be presented.

Mr. George J. Dunn, Founder and President Of CRE8 www.cre8inc.com , is a worldwide recognized consultant, speaker, instructor, contributing editor, and author on business process/workflow innovation, paperless technologies, and complex computer replacement. Mr. Dunn has over twenty five years of experience in the process improvement, software design, and advanced paperless technology industry. He has served in leading roles for organization such as CRE8 Incorporated, GTE, Wang Labs, and KPMG Peat Marwick. George has worked with hundreds of organizations and instructed thousands of individuals in the above areas.  He is an accredited:

Lean/Six Sigma Consultant, Business Process Re-engineer, Workflow Specialist, Management Consultant, Software Development Consultant, EDP Auditor, and former CPA.  He has served as an advisor to the Worldwide Workflow Standards Board for the Association of Information and Image

(AIIM) and as Board member and Director of Education for the Pacific Northwest Chapter of AIIM.

Tricks, traps, and secrets of how to plan for replacement of computer systems

Date: Time: Place:

Thursday October 21, 2010 11:00 AM - 12:00 PM Web seminar

Presenter: George Dunn, President of CRE8 Independent Consultants www.cre8inc.com

Replacing a computer system can be a complicated task. Many times for these older systems there is little or no documentation, outdated processing rules, and issues in design (multiple databases, un-used areas of the system, reports or screens not used).  Add the fact that users may be highly resistant to change, the high risk of successful replacement within projected cost and timeline and - you have quite a project on your hands. This presentation will discuss how to extend the life of older computer data systems, understand porting issues and benefits, evaluate how COTS (off-the-shelf) software can meet requirements, and if required understand how to plan for custom development.  As part of the presentation example case studies will be presented.

Strategic Planning and Measurement for Senior Records and Information Managers

Date: Time: Place:

Thursday December 09, 2010 8:30 AM - 12:00 PM TBD

Presenter: Katherine Chornoboy CRM, MBA, MLS, InfoAccess Consulting Group

 Session Abstract

 Do you know where your RIM program is going? This session will discuss the importance of having a RIM strategy that is aligned with your organizational culture and objectives.  It will identify the steps required to develop an effective RIM strategy.  The session will also identify how to define measurement criteria and measure your program performance in relation to the strategy you have defined.

 Katherine started her consulting career as a member of the Arenburg Consultants, Datafile and Tab consulting teams.  For the past 15 years, she has provides a full range of diverse records and information management consulting services as the principal consultant and owner of InfoAccess Consulting Group Ltd.  The general business knowledge acquired through academic and project initiatives  allows her to take a best practice view in developing the right solution to meet specific client needs.

 In addition to her consulting practice, Katherine is an active member of the records and information management profession.  She teaches at the University of Toronto, Faculty of Information iSchool; speaks at conferences and seminars; co-authors the Carswell Records and Information Management Audit Toolkit; and has authored chapters for the Carswell Law and Practice publication.   Katherine has filled a variety of positions for the Toronto chapter of ARMA including a number of terms as Program Director, and Host Chapter Chair for the 2006 ARMA Canada conference held in Toronto.  Her positions on a broader scale have included being the ARMA Canada Program Director and a member on the ARMA International Leadership Development and Training Committee.  At the present time, she holds the positions of ARMA Canada Grant committee Governor and ARMA Canada Central Region Coordinator.  Katherine was the recipient of the ARMA Toronto chapter Member of the Year award in both 2005 and 2006, and received an ARMA Canadian Region Member Recognition Award in 2008.