Meeting/Event Information

    ARMA @ Noon Meeting - Tuesday, September 19, 2017

    September 19, 2017
    12:00 PM to 1:30 PM
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    Cooley LLP
    1114 Avenue of the Americas
    New York, NY 10036
     Directions

    RIM Best Practices/Information Governance (1 hour, 1 credit)

    The leading records management service company will provide best practices based on years of experience across all industries and an impressive client base  Topics will include foundational and current state elements:

     - Retention schedules

     - Governance

     - Working with IT

     - Key technologies

     - The expected impact of new technologies and demand

     

     

    Presented by Dan McKnight.  Dan is a Program Manager for Iron Mountain Consulting. Dan has more than 35 years of consulting and operations management experience that includes records and information management, compliance, business process management, document custody, customer service, and corporate administrative services. Prior to joining Iron Mountain most of Dan’s experience was in financial services. Having held senior positions in both customer-facing and internal service operations, Dan has deep skills in leveraging technology to redesign business processes in order to improve efficiency, lower costs, and enable enhanced customer experiences.

     

    Career Highlights

    • Vice President, Business Process Management at the Bank of New York Mellon.
    • Director, Administrative Services at TIAA-CREF

     

    Representative Engagements

    • For one of the largest manufactures of laundry products in North America, conducted an assessment of the Records and Information Management program and developed recommendations and a roadmap for program enhancements. For the same client, developed a new Records Retention Schedule for their operations in the US and Canada.
    • Led three separate engagements for a large US based bank: An update to the Records Retention Schedule, incorporating legal requirements for the United States, the United Kingdom, Canada, and Germany; Process Improvement analysis for paper reduction at bank branches; Evaluation of Imaging operations.
    • Development of a Records and Information Management Program for the US operations of a global electronics-engineering firm. The engagement included the development of a new Records Retention Schedule, Records and Information Management policy, and training od enterprise Records Coordinators

     


    Cash will not be accepted at the door.

    Registration includes lunch. If you have specific dietary needs, please contact vpspecialevents@armanyc.org.

    Note: To receive Member pricing, you must log on and register for the event using your ARMAInternational email address. If this is first time logging on to new ARMA Metro NYC website, you must create a new password by clicking "Forgot username/password?" and following the instructions.

    Dress Code: Business Casual Attire


    This event is being sponsored by:

    Partnering and sponsorship opportunities for this and other ARMA Metro NYC events are available. To learn more, contact Cindy Zuvich at vpsponsorship@armanyc.org.


     

    Tickets

    $20.00 Member Ticket

    $20.00 Non-Member Ticket