2019 Annual Conference Session Descriptions

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    GDPR & CCPA …Myth? Misery? Mystery? Mastery

    Compliance with GDPR has dominated the focus of privacy and legal professionals around the globe as they worked around the clock to achieve compliance with this landmark information law. But is achieving GDPR compliance the end of something, or really just the beginning of something?

    Although the GDPR is impactful, it appears like there will be several several laws that follow it around the world, and it is impossible for organizations to chase compliance with each of these as if it were a firefight.  The only way forward is for organizations to build an information governance program that prepares it for whatever comes next.

    Hear from our expert panel of the World’s Leading Privacy expertsthe ways they have tackled this at their organizations and the benefits they have seen.

    Michael Potters, Chief Executive Officer at Glenmont Group (moderator)
    Baraclay T. Blair, Founder & Executive Director at the Information Governance Initiative
    Jo Ann Davaris
    , Chief Privacy Officer at Mercer
    Wayne Matus, General Counsel, Chief Complliance Officer & Co-Founder at Sageguard√GDPR
    David Peach, Chief Information Security Officer at The Economist Group

    SESSION 1 (10am)

    FBI on Cybersecurity - TRK 1
    Data breaches have the potential to significantly impact your organization’s ability to operate. This session will focus on what types of cyber threats your firm can expect to face and how to properly address them.

    Prashanth Mekala, Supervisory Special Agent, FBI

    Strategic Approach to Compliance and Use of Technology - TRK 2
    Understanding and meeting your organization’s compliance needs is often a complex undertaking.  It is a myth that “plug-and-play,” out of the box solutions are the answer.  As with most things information governance, the most effective plan requires a strategic approach, and technology alone is not the answer. 

    Join this session to learn more about:

    • Asking the right questions and bringing together the right people to effect necessary change
    • How to identify and leverage existing technology to satisfy compliance mandates
    • Strategies to get buy-in and approval to implement solutions and initiatives
    • Bringing it all together with the right mix of people, process and technology

    Click here for the Presentation

    Leigh Isaacs, IGP, CIP

    10 ideas to simplify your retention schedule - TRK 3
    Record retention is a fundamental responsibility of RIM professionals, but retention schedules can be time-consuming to prepare and difficult for users to understand and apply.  This session will discuss retention concepts and practical methods that can simplify schedule development, improve user acceptance, and facilitate compliance.  Topics to be covered will include uniform retention periods, flexible retention periods, aggregation of record series, elimination of event-based retention triggers, and policies that replace schedules for specific types of records.

    Click here for the Presentation

    William Saffady, FAI

    Crossing Borders: What can happen when an electronic device crosses an international border or data flows across one - TRK 4
    Lawyers almost invariably carry electronic devices. These devices can store or access client confidential information. What protections do attorneys have when they cross international borders with those devices? Can law enforcement access content of those devices? Moreover, clients may have electronic information located outside the United States. What can attorneys argue when demands are made for that electronic information for litigation in the United States? This session will explore these and related questions. Topics include:

    • Circumstances under which confidential information stored on electronic devices can be seized and searched by law enforcement at a border
    • Restrictions on seizure and search of confidential information at a border
    • Requesting discovery of information stored outside the United States

    Click here for the Presentation
    Handout DDEE
    Handout FMJA

    Ron Hedges, JD
    Gail Gottehrer
    , JD

    SESSION 2 (11:30am)

    How to implement an Enterprise Information Lifecycle Management Program with a view into Critical Data Processes - TRK 1

    James will discuss how he has developed and implemented the approach and strategy for Data Risk, Governance and Enterprise Information Lifecycle, in a $12 Million-dollar program that that mitigates major risk issues and matters requiring attention (MRAs) for financial services and insurance organizations such as Freddie Mac, UBS, Aon and others. The presentation will demonstrate design and implementation milestones necessary for the Information Risk Strategy for enterprise wide risk-based data remediation, risk-based compliance, data governance and information lifecycle for all structured and unstructured data. The Milestone strategy discussed will include the development and implementation of technology capabilities and risk mitigation for the effective use risk reduction and value realization of information assets across the organization.  The presentation seeks to established how to build the foundational the governance structure for the divisional "business advocate" to ensure technology capabilities support business needs while maintaining focus on operational risk in information processes.

    James Dawson, CSSLP, IGP

    Case Study: Farmers’ Insurance’s Tools & Approach to IG - TRK 2
    Holistic information governance is key to not only mitigate significant risks for the organization, but also to protect vital assets, while at the same time helping to maximize productivity. To achieve these lofty goals the organization must leverage its best independent professionals, prioritize its goals, and address them methodically along with the right cadence. In this session, Farmers Insurance (the 2017 ARMA International Award for Excellence winner) will share its approach to modernizing its information governance strategy. The session will provide insight into the records management and eDiscovery tools it has adopted to implement its information governance strategies, including insight into the policies developed at Farmers Insurance to help embrace records and information management.

    Click here for the Presentation

    John Isaza, Esq, FAI
    Jeff Lewis
    , CISA, President of the Greater Los Angeles ARMA Chapter

    Building High Performance and Effective IG Teams - TRK 3
    A highly functioning team is one that is energizing, productive and delivers results. Building an effective team like this takes strong and focused leadership. In this workshop, you will learn strategies and techniques for building great teams and creating successful team dynamics. You will develop skills that enhance communication and trust of direct reports, and align team members around shared goals so they can effectively plan, communicate, execute and deliver. We will also discuss leadership styles, delivering feedback and addressing poor performance.

    Click here for the Presentation

    Glenn Fischer, IGP

    Cleaning the Electronic Shelves Reasonably: How can electronic information be discarded in a reasonable manner? - TRK 4
    Business and government entities create, store, and use electronic data at a staggering rate. That rate is driven by, among other things, the ever-increasing volumes and varieties of data. However, there may come times when data becomes obsolete or unreliable or simply inaccessible. In such circumstances, it may become a liability rather than an asset. For all these reasons – including those imposed by new regulatory regimes such as the GDPR – there may be circumstances when data should be minimized or disposed of. This session will examine the challenges posed by “old” data and how that data might be disposed of without regulatory or litigation-related risk. Topic include:

    • The role of information governance in deciding whether certain information should be retained and for how long
    • Restrictions on retention imposed by laws such as the GDPR
    • Reconciling retention and disposition: What can be done to be “reasonable” when making disposition decisions to avoid the imposition of sanctions

    Click here for the Presentation

    Ron Hedges, JD
    Ilana Lutman
    , CRM, CIPP/US

    SESSION 3 (1:30pm)

    How to Leverage California Consumer Privacy Act for Information Governance - TRK 1
    The California Consumer Privacy Act (CCPA) is coming quickly, promising real penalties not just for California companies, but also those in New York and across the United States. This new law invites significant litigation for non-compliance and has other states gearing up with similar or harsher laws.  CCPA requires many companies to classify, secure, produce and delete privacy information that is potentially scattered across the enterprise. Closer inspection of CCPA reveals that achieving compliance is primarily an Information Governance activity. Will CCPA become a catalyst that finally brings attention and funding to neglected Information Governance programs? In this discussion, Mark Diamond from Contoural will provide an overview of CCPA and review the essential Information Governance processes required to support it. Join us as we discuss how CCPA is moving Information Governance from “nice to have” to “must have.”

    Mark Diamond, Contoural

    The Privacy Paradox: Privacy and Transparency with Technology - TRK 2
    The biggest hurdle to achieving privacy compliance, or almost any other IG project is, "I don't even know what data I have." Index and classification management tools can provide the information transparency necessary to see what you have, eliminate garbage and expired records, protect privacy information, and improve compliance.

    Click here for the Presentation

    Brian Tuemmler, Nuix


    Professional Development Pathways: CRA, CRM, IGP and Related Certifications - TRK 3
    CRA, CRM, and IGP are just some of the certifications available to information professionals. Knowing which one to work towards and why will help you develop a career pathway that aligns with your career goals. This session will explore these, and related credentials, to give you a better understanding of how each may benefit you and fit into your plans.

    Click here for the Presentation

    Jason C. Stearns, CIPP/US, CRM, IGP

    Lawyers and Records Information Managers: How can they be perfect together? - TRK 4
    Litigation proceeds in stages. At each records information managers may be called on to assist attorneys in, among other things, the preservation, collection, and production of relevant electronic information. Managers and their attorneys, both in-house and retained, must collaborate to bring litigation to successful conclusions. This session will examine the stages of litigation, discuss possible roles for managers in each, and explore how collaboration between attorneys and managers might work. Topics include:

    • Analysis of the stages of litigation and the roles for records information managers in each
    • Discussion of the importance of positive relations between attorneys who supervise or participate in litigation and managers
    • Possible consequences when something goes wrong and how attorneys and managers can work together to minimize or eliminate sanctions

    Click here for the Presentation

    Ron Hedges, JD
    Ilana Lutman
    , CIPP/US, CRM, ERMp
    Mary Sherwin

    SESSION 4 (3pm)

    Privacy?, What Now and What's Next? - TRK 1
    - We're nearly a year into GDPR - what happened? were you ready? what's next?
    - Next up includes California's CCPA and Brazil's LGPD coming in 2020 - are you ready?
    - Where else is there a rising tide around data privacy and protection and how does that sync with information governance?
    - What can and should you do to raise your readiness and accelerate your journey to compliance? what have large organizations done?

    Click here for the Presentation

    Richard Hogg, IBM

    MER Special Session: Enabling Your Success in the IG World - TRK 2

    The world is changing and Information Governance Professionals are on the front lines of this challenge. Today we must stay abreast of the latest advances in technology while ensuring that our organizations are following the latest legal and regulatory requirements. The universe of IG includes such different but related domains as Data Privacy, CyberSecurity, eDiscovery, Records Management, Cloud Computing and more. Clearly, we have our work cut out for us.

    The MER Conference is dedicated to equipping records managers and information governance practitioners to more meaningfully impact their organization’s business objectives. By delivering high-quality education, providing networking opportunities with best-in-class thought- leaders, and facilitating valuable professional development, the MER Conference is uniquely and intentionally designed help you reach your goals.

    In this session, learn how the MER Conference is using new platforms, such as MER Sapient, to provide relevant education on important topics relating to the IG challenges before us, and how it is working with local chapters of ARMA to create meaningful educational experiences for IG practitioners and decision makers.

    Attendees will also get an in-depth look at the upcoming MER Conference program and the current schedule of MER Sapient Webinars.

    Faced with the challenges of today’s fast-paced, technology-fueled world, it is important that professionals responsible for the management of records look beyond their traditional area of expertise, broaden their horizons and embrace opportunities to connect with other disciplines. Individual, departmental and organizational success will follow.

    Seth Williams, President MER
    Mike Salvarezza, VP Program Development MER

    Strategic Planning: An Interactive Workshop - TRK 3

    Strategic planning is something we all have to do whether we realize or not.  We must plan what needs to be done to accomplish our goals and then prioritize them.  There are many steps involved in strategic planning.  In this interactive session, you will learn what strategic planning is, understand what is involved, and experience the process as a participant of a strategic planning session.

    Click here for the Presentation

    Anita Castora, CRM, FAI, IGP
    Melissa Dederer
    , CRM, FAI, IGP

    Winning Cases and Keeping Confidences: Ethical Use of Electronic Information: What should a lawyer know to be competent about electronic information and to communicate with clients and others electronically? - TRK 4

    Electronic information is everywhere and is a common—and increasing—part of litigation. Attorneys must be competent to deal with that information. Attorneys must also understand what they can do to transmit information to courts and other parties and between themselves and their clients in ways that will protect the confidentiality of privilege, work product, or sensitive information. This session will explore competence, confidentiality, and supervision of nonlawyers called on to assist attorneys. Topics include:

    • The meaning of “competence” when dealing with electronic information in litigation
    • Ways to protect attorney client privilege, work product, and confidential information when communicating with courts, clients, and other parties
    • What “supervision” means when selecting vendors to assist in litigation and to store information in “the Cloud”

    Click here for the Presentation

    Ron Hedges, JD
    , JD
    Mark Berman
    , JD

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