Wednesday, April 9, 2014

The Universities at Shady Grove 

Rockville, MD

More and more organizations, large and small, government and private, are turning to the cloud for their records and information management solutions. Cloud-based services offer flexibility, efficiency and cost savings for email management, business systems, enterprise content and records management.

Have cloud solutions become the one and only answer for all our RIM requirements? How do we know exactly what type of services we need and whether they are the right ones for our program? Can we successfully incorporate our recordkeeping requirements into these solutions? In the popular children’s story, a fictional town’s idyllic weather unexpectedly and inexplicably takes a turn for the worse and starts devastating the community. Similarly, well-intentioned cloud initiatives can suddenly get out of control and jeopardize the goal of improved information governance.

Join us at the ARMA Metropolitan Maryland Chapter’s Annual Spring seminar on April 9, 2014, for a day of presentations, discussions and networking, where we will learn about cloud services for records management e-discovery and storage; examine various cloud initiatives; and hear from the experts about how to ensure successful cloud implementations. Learn what makes them successful, planned and unplanned challenges, and what precautions can be taken and pitfalls to avoid to avert disaster.

Our prestigious program lineup includes keynote presentations from Allison Stanton – US Department of Justice and Jason R. Baron, Esq. – Drinker Biddle & Reath LLP; Mark Patrick – US Department of Defense Joint Staff; and a dynamic panel of practitioners and implementers from Alfresco, Gimmal, UBIC, and Symantec.


Location: Universities at Shady Grove, Building II, Bldg. 2 Rm. 1402-12 (Rockville/ Potomac), 9630 Gudelsky Drive, Rockville, Maryland 20850

Time: Registration begins at 8:00 Program begins at 9:00 am and will conclude at 4:00 pm

Regular Registration: $35 for Students $75 for ARMA Members $90 for non-ARMA Members

Late Registration (after April 7): Non-ARMA rate; Walk-ins Admitted

To register go to:   EventBrite For general information, contact Carol Agayoff, CRM, Chapter President, at 301-216-0877 or email

*******  5.0 CRM/CMP CREDITS AVAILABLE********


 8:00 – 9:00  Registration / Continental Breakfast / Vendor Displays

9:00 – 9:15 – Welcome – Seminar Coordinators / Chapter President 9:15 – 10:15 AM – Opening Keynote                                JOINT KEYNOTE PRESENTATION

9:15 – 10:15 AM – Jason R. Baron, Esq., Drinker Biddle and Reath LLP, Co-Chair of the Information Governance Initiative, and former Director of Litigation for NARA; and Allison Stanton, Director of E-Discovery, FOIA, and Records, US Department of Justice, Civil Division                            

“Cloudy with a Chance of E-Discovery: Considerations of Deploying Cloud-based Services – E-Discovery, Records and Other Compliance Considerations” 

Organizations are rapidly moving to more efficient and cheaper records storage by using cloud technology. But proactive planning must be done! This presentation discussing the advantages and challenges of cloud-based information management systems and how records managers, legal, IT and e-discovery teams can work together to minimize risks, reduce costs, and optimize results for their organizations.

10:15 – 10:30 AM – Break/Refreshments

10:30 – 11:30 AM – Keynote Presentation (Continued)       

11:30 – 12:15 PM – RIM and the Joint Information Environment: A secure, inexpensive, well-governed cloud for 3.2 million people?                   

Mark Patrick, Chief, Information Management Division, US Department of Defense Joint Staff,  Directorate of Management

RIM and the Joint Information Environment: A secure, inexpensive, well-governed cloud for 3.2 million people?”                   

The fiscal environment has been a catalyst for the Department of Defense movement toward a Joint Information Environment (JIE).  In execution, there are three lines of operation:  governance, operations, and technical synchronization.  The Joint Staff is involved with others in this monumental effort.  If the “JIE is the linchpin of the next-generation classified cloud,” where is RIM in all of this?  With over 3.2 million people and an annual budget in excess of $530 billion (and supplementals), there should be a pretty big RIM story to tell, but it’s definitely not going to be on the first slide of anyone’s JIE brief–except for maybe mine.  This presentation will provide an action-packed, front row seat for the Joint Staff leg of the journey.

12:15 – 1:15 PM  Lunch (box lunch provided) 1:15 – 2:45 PM – Lessons of Actual Cloud/Records Implementation Experiences

“Quicktake” Presentations from Practitioners/Implementers:

An Open Approach to Information Governance

The world of Records Management has spent the last twenty years bringing practices born in the file room to electronic documents. This has led to large, complex, monolithic systems that are underutilized. A fresh approach, leveraging the latest technologies in open source, cloud and mobile, is needed to efficiently implement effective Information Governance programs.

 The Path of Least Resistance: Moving to the Cloud with SharePoint

SharePoint has become the solution for file share replacement, collaboration and ECM system on premises. With the Government’s “Cloud First” initiative organizations are looking to see what of their information infrastructure can be moved to the Cloud. For organizations using SharePoint a logical progression is Office 365, Microsoft’s Cloud suite of productivity solutions that includes Exchange and SharePoint. But there are challenges with records management and we need to understand what it will take to overcome them.

Big Data Best Practices for the Legal Profession and Beyond

Paul will address the current state and future of big data in the legal profession, anticipated best practices and ongoing challenges posed, and experiences working with electronically stored information in Asian languages that involves cross-border litigation, corporate investigations, intellectual property disputes and much more. A current effort by the Big Data Committee of the American Bar Association will also be summarized along with UBIC’s lessons of experience as full-service e-discovery and computer forensics company and their solutions in data science and behavior informatics that is moving the industry from “fact discovery” to “future discovery” for clients.

Avoiding eDiscovery and Archive Turbulence in the Cloud

While the momentum of cloud computing is undeniable, organizations should carefully consider the Data Archive and eDiscovery implications as they move their data to the cloud.  Otherwise, there are a range of potential pitfalls, including cross-border data privacy issues; ownership of data considering third party subpoena issue; and how data is preserved, searched and retrieved from the cloud. In this session, learn how IT and legal can work together to implement best practices for meeting eDiscovery and Archiving requirements by negotiating the proper agreements with cloud providers and putting a plan in place to access cloud-stored ESI.

2:45 – 3:00  Break/ Prizes

3:00 – 3:45  Panel Discussion – Practitioners/Speakers/Attendees

3:45- 4:00 – Closing

For program updates visit our website and like us on Facebook:


JASON R. BARON, ESQ. serves as Of Counsel in the law firm of Drinker, Biddle & Reath, in their Information Governance and eDiscovery Group in Washington, D.C, and is an internationally recognized speaker on the preservation of electronic records.  He co-chairs the recently formed Information Governance Initiative, an industry consortium and think tank, and is also currently an Adjunct Professor at the University of Maryland.   Previously, Mr. Baron served for 13 years as Director of Litigation for the US National Archives and Records Administration, and before that as a trial attorney and senior counsel in the U.S. Department of Justice, where he acted as lead counsel in landmark litigation involving White House email.   He has served as Co-chair of The Sedona Conference® Working Group 1; as a member of the Board of Directors of ARMA International; and as a founding coordinator of the US National Institute of Standards and Technology TREC Legal Track and the “DESI” (Discovery of ESI) workshop series. Among his many honors, he is the recipient of the international 2011 Emmett Leahy Award for career achievement in records and information management.

MS. ALLISON STANTON is the Director of E-Discovery, FOIA, and Records for the Civil Division of the United States Department of Justice.  Among her responsibilities, Ms. Stanton advises on complex e-discovery issues in civil litigation and investigations; develops e-discovery policies, practices, and training for the Civil Division; works with the other Department of Justice Divisions on e-discovery initiatives; advises federal agencies on e-discovery and information management matters; and provides guidance on proposed changes to procedural rules, regulations, and legislation affecting e-discovery.  Ms. Stanton also leads the Civil Division’s office responsible for meeting the Division’s FOIA and records obligations.  This information management is a key function for the Division.  One of Ms. Stanton priorities is the continued modernization of the Division’s FOIA and records processes.  She works closely with senior Department of Justice leadership and others around the federal government to develop and support innovative and efficient approaches to FOIA, records, and e-discovery.

Ms. Stanton teaches E-Discovery at American University’s Washington College of Law and is the Former-Chair of the D.C. Bar E-Discovery Committee.  She is an established author and has spoken at numerous national and international e-discovery conferences.  Ms. Stanton received her law degree from the Washington College of Law, American University, summa cum laude, and received her undergraduate degree from Cornell University.  Ms. Stanton clerked in the United States District Court for the Eastern District of Virginia for the Honorable Barry R. Poretz.

MARK PATRICK for over six years has been responsible for oversight of the Records Management Program of the Joint Staff and nine Combatant Commands on behalf of the Chairman of the Joint Chiefs of Staff.  His 30-person division manages the official corporate record archive for the “Top Five” of the Joint Staff-the Chairman and Vice Chairman of the Joint Chiefs of Staff, the Assistant to the Chairman, Director and Vice Director.  The Information Management Division portfolio includes research for current business, e-discovery, knowledge services, information governance policy, the Freedom of Information Act program, Automatic Declassification, policy and forms program management.

LAURENCE HART is a proven leader in Content and Information Management who brings nearly two decades of experience solving the challenges companies face as they implement and deploy content solutions.  As the Content Management Strategist at Alfresco, Laurence works with organizations to help them evaluate their strategy as it relates to their Content Management efforts.

TIM SHINKLE is a Senior Director at Gimmal with 20 years of experience in the IT industry specializing in information management.  Prior to Gimmal he spent several years running a small services company, Perpetual Logic, focused on content and records management solutions.  Previous to Perpetual Logic he spent two years with EMC2 Documentum as their RM Industry Director and Director of Global Government Solutions.  Before EMC2 he spent three years as the CTO for the RMA software company TrueArc where he participated in the first ever DOD 5015.2 RMA software compliance testing and patented the first use of auto-categorization technology for electronic records.  He has been published in several IT trade magazines and has spoken at many AIIM, ARMA and technology conferences.

PAUL STARRETT developed global computer-forensics and e-discovery departments to include product design, service-offering workflow, operational efficiency, standard operating procedures, information governance and risk management, compliance, software and API design and general business-development strategy across the EDRM model. Paul built new business lines in Europe and Asia and reviewed/developed master and service level agreements.  He worked extensively with outside counsel for employment, information governance, litigation and all other legal matters related to e-discovery service provider.

TOM KENNEDY is the Director of the Archiving and E-Discovery Team for the Symantec Public Sector vertical.  Symantec’s Enterprise Vault is the leading archive software in the federal government and across the globe.  Symantec’s Clearwell E-Discovery transforms the way government agencies perform e-discovery in response to litigation, regulatory inquiries, internal investigations and FOIA responses. Consistently ranked as a leader in independent e-discovery industry surveys and reports, Symantec is an active participant in the Electronic Discovery Reference Model (EDRM) Project, the International Law Technology Association (ILTA), The Sedona Conference, and the Text Retrieval Conference (TREC).

Tom holds a master’s degree from George Mason University and a bachelor’s degree from the Pennsylvania State University. Additionally, he is a graduate of The Executive Program at the Darden Graduate School of Business Administration at the University of Virginia.

An active member of the Industry Advisory Council (IAC), he is a 2003 Graduate of IAC’s prestigious Partners program. Mr. Kennedy is also active in GEIA, AFCEA and AFFIRM, three organizations that bring government and industry IT leaders together.


Vendor Exhibits – During breaks, be sure to visit the vendor exhibits for information, demonstrations, and free giveaways. You will find vendors who can help you with your traditional paper and electronic recordkeeping needs.

 Awards – Awards, including vendor door prizes and ARMA bookstore gift certificates, will be given away.

Exhibit/Sponsorship Opportunities

If interested in sponsorship for this event, please contact John Milligan at 202-557-6703 or

To sign up for sponsorship, go to:

Several seminar sponsorship levels are available:

Cobalt Level $500 (only 2 available – first come, first served)

Includes booth, one attendee, Ten Vendor of the Year points awarded, and advertising (web site logo/link on the seminar page as well as the home page, email mention, poster at the site of the morning/afternoon break, company logo in seminar handout).

Platinum Level $250 (only 12 available)

Includes booth, one attendee, Five Vendor of the Year points awarded, and all seminar advertising (web site logo/link, email mention, poster, company logo in seminar handout).

 Gold Level $150 (Unlimited number available)

Includes all seminar advertising (web site logo/link, email mention, poster, company logo in seminar handout).


Cobalt Level:

  PageLines- Gimmal_2013-03-14.png


Millican Logo 8a16


Platinum Level:

zai name  logo (3)   netsmith_logoGRM-Document-Management




Share →