3/23/2017 – Thursday – noon Electronic Records Program: The Benefits, The Pitfalls and How to Get Started
Build your program from policies to practices to best practices as you hurdle information overload, high business risk information protection, long-term preservation needs, “small” data migration or integration projects, variegated media like VoIP, SMS and social media, and evolving requirements of electronic-signatures, HIPAA, PCI and privacy rights.
Speakers:Scott Whitney and Liz Groom from Younts Consulting, Inc., a partner of iManage, who assists organizations in the implementation of iManage Govern.
Also we are pleased to welcome special guest Brianne Aul, CRM, President of ARMA Pittsburgh and Sr. Manager, Firmwide Senior Records and Information Governance Manager of Morgan, Lewis & Bockius LLP.
RSVP no later than Tuesday, March 21, at 5:00 p.m. to firstname.lastname@example.org. Chapter Member Cost: FREE
Guest and Non-Chapter Member Cost: FREE, but attendance preference to first 35 ARMA and ILTA chapter members!
Lunch is free.
Seating is limited to 35 with first preference given to ARMA and ILTA chapter members.
Clark Hill is hosting this event on 14th Floor of One Oxford Centre. You will need to check in and provide identification at the lobby security desk at:
One Oxford Centre
301 Grant Street
Pittsburgh, PA 15219
4/20/2017 – Thursday – noon CYBERCRIME Topic TBD
Description to follow shortly.
Speaker:Matt Lavigna , CEO of National Cyber-Forensics & Training Alliance .
RSVP no later than Tuesday, April 18, at 5:00 p.m. to email@example.com. Chapter Member Cost: FREE
Guest and Non-Chapter Member Cost: FREE, but attendance preference to first 35 ARMA and PLAA chapter members!
Lunch is free thanks to our sponsor Access Corp.
Seating is limited to 35 with first preference given to ARMA and PLAA chapter members.
2/15/2017 – Wednesday – 5:30pm Advancing Professionally: Roundtable on Certifications
To certify or not to certify? We saw some of the many certifications you may pursue below.
http://www.arma.org/r1/professional-development/certification That’s always a question for information governance professionals. Lately, changes are flying. AIIM recently resurrected its CIP due to popular demand, while ICRM added a new certification. Our panelists will briefly address a digestible chunk of these professional designations, e.g., IGP, CRM, CISSP, PMP. After they give a high-level summary of certifications, roadmap to getting them, the benefits of having them, and how to get them, then we will open it up to a roundtable discussion. We discussed how you could you get certified, too. How you could prepare for them. Once you have them, how sustainable is was to keep them. Which we expected to see in 20 years (PMP and CISSP got top votes). How they did and did not improve your career prospects. How they advanced your game professionally. This was a unique opportunity to right-size your professional development plan. Those who planned on attending found the timing could not be better as PMI Pittsburgh’s 2017 PMP Prep classes begin Saturday, Feb. 18 following the panel.
Panelists’ biographies:Pete Casey, IGP, CRM
Senior Records Analyst at Comcast, ARMA Liberty Bell Chapter, Philadelphia, PA. A records management professional with 20 years of experience in the financial services and telecommunications industries, Pete has led many CRM study groups for more than a decade and recently received the new IGP certification and has assisted others in obtaining the IGP. Pete is the Immediate Past President of ARMA Liberty Bell Chapter in Philadelphia. He co-presented on an engaging panel “CRM: Next Step or Misstep?” for our Pittsburgh chapter 5 years ago and we are excited to have him join us again.
Anne Monroe, PMP, CSM
Senior Project Manager at Highmark, Inc. and a Certified Project Management Professional (PMP), Certified ScrumMaster (CSM) and Mechanical Engineer who drives product development projects from concept to production. Anne has experience delivering complex, multimillion-dollar projects in domestic and international markets. Her project management experience spans the healthcare, automotive and rail industries. She is a positive leader who builds and directs cross-functional teams to meet project deliverables. She delivers successful project outcomes using project management and Agile methodologies while managing risks, schedule and budgets. She also volunteers as Pittsburgh PMI Chapter, Director of Outreach to Professional Organizations.
Doug Salah, CISSP, CISM
Manager of Information Security and Networking at Wabtec Corporation, Doug strategically design, develop, and review information technology security policies, procedures, standards, and guidelines in order to protect the corporate data and systems, and assure their confidentiality, integrity, and availability. He is responsible for managing information security risk to acceptable levels and providing security guidance to development, architecture and systems support staff according to pertinent policies and standards.
1/18/2017 – Wednesday – 5 Actions for Career Acceleration
Our first event of 2017 was hosted by ARMA Pittsburgh sponsor University of Pittsburgh iSchool on
5 Actions for Career Acceleration
In our 2016 chapter survey, our members asked for sessions to grow their work and professional aptitude. Our February session on certifications above and this January session attempted to respond to this demand by featuring “5 Actions for Career Acceleration.”
Consistently over his 20 years of management and leadership experience in the U.S. Marine Corps and as an Adjunct Professor, our speaker Duquesne University Adjunct Professor Mr. Dana E. Jarvis has focused on helping people advance towards their potential and assisting organizations accelerate realization of milestones on path to their missions. One of his signature models — 5 Actions for Career Acceleration — derives 100% from practical experience and outcomes. Forged out of trial and error, Dana lived in his model, adjusting it as he charted his professional path. Unlike traditional approaches for students to gain employment, Dana’s model spoke to today’s realities, customizable to each person’s strengths, passion, utilization of social media, and integrating these key elements into an amazing career.
University of Pittsburgh iSchool generously hosted the event in their Student Collaboration Theatre on the 3rd Floor of their Information Sciences Building (135 N Bellefield AVE, Pittsburgh, PA 15213), and ARMA Pittsburgh gave out free pizza and soft drinks.
- 12/14/2016 – Wednesday – 5:45pm Holiday Party
Holiday lights are burning bright as down the street we go. The holiday season is drawing near, and this year we even had snow! Even if the weather was frightful, the party was delightful! Hope you joined your ARMA friends at our annual Holiday Party. Those who did, raised a glass or two of holiday cheer, not to mention indulged in the delicious, all*you*can*eat buffet, and tempting holiday treats including soft drinks, coffee and tea. Cash bar was available. We came prepared to have a holly jolly good time, and we did just that!
12/7/2016 – Wednesday – 6:30pm Eyewitness to History: WWII (free event)
Shaler Library presents:
Eyewitness to History: WWII
SNHL was honored to host a very special evening to commemorate the 75th Anniversary of Pearl Harbor. The Heinz History Center presented “Eyewitness to History: WWII” featuring a panel of WWII veterans and those who served on the homefront. They shdare with our community their first-hand accounts. We welcomed their Vietnam Veteran escorts, members of the Shaler VFW post #9199 and staff from the Heinz History Center who facilitated an engaging conversation suitable for all ages.
In addition, special remembrance art were on display as well as educational materials from the Heinz History Center and community members. Refreshments were provided by the Friends of the Shaler North Hills Library.
Visit Shaler’s website at http://www.shalerlibrary.org/wednesday-december-7-630pm-eyewitness-history-wwii/.
11/16/2016 – Wednesday – Gangs and Outlaws of Western Pennsylvania
We joined author and historian Thomas White as he explored western Pennsylvania’s criminal history. We heard the stories of the Flathead Gang and the first armored car robbery, Pittsburgh’s first bank heist, and Glenn and Irene – the area’s own Bonnie and Clyde. We learned about the notorious Cooley Gang who terrified Fayette County in the 1890s, the escape of the Biddle Boys, and many other tales of the region’s dark side.
Thomas White is the University Archivist and Curator of Special Collections in the Gumberg Library at Duquesne. In addition to maintaining the University’s manuscript and artifact collections, he has been actively documenting the folklore of Pennsylvania with particular interest in the relationship between legends and history. He is the award-winning author of 10 books, including Legends and Lore of Western Pennsylvania, Ghosts of Southwestern Pennsylvania, Gangs and Outlaws of Western Pennsylvania (co-authored with Michael Hassett), A Higher Perspective: 100 Years of Business Education at Duquesne University, Witches of Pennsylvania: Occult History and Lore and Supernatural Lore of Pennsylvania: Ghosts, Monsters and Miracles (editor).
10/28/2016 – Friday – 6:30pm Sharp! – Haunted Pittsburgh! Tour
It was time for things that go bump in the night, while witches and goblins roam the countryside. Did you know that there is a
You came and joined your fellow ARMA ghosts and goblins for a tour of the haunted side of the ‘Burgh. We took a downtown walk on 6:30pm sharp on Friday, October 28th with “Haunted Pittsburgh Tours” led by Hayden Thomas, recommended by Duquesne University Historian/ARMA Pittsburgh speaker Tom White. So, we got together, and for non-spirit-believers, we had our opportunity to audit all the fright sites and partake in a ghoulish good time!
10/19/2016 – Wednesday – 6:30 pm – Hillman Library on the University of Pittsburgh campus – The Walking Data: Surviving and Slaying the Monster of ROT (Redundant, Obsolete & Trivial) Records!
Our October meeting was our first joint meeting with our new friends from Pittsburgh SLA on
The Walking Data: Surviving and Slaying the Monster of ROT (Redundant, Obsolete and Trivial) Records!Halloween is coming. Do you know where your ROT data is? You’d better get it, before it gets you! Ahead of your session, ARMA Pittsburgh encouraged attendees to visit our highlighted ARMA Chapter Session-of-the-Month on Zombie Data and Tim Rankin’s after-the-scare Linked In discussion.
During Dave Cohen’s presentation,
you learned about identifying and defensibly remediating ROT data, to improve your electronic records and information management programs and reduce costs. During the session, we discussed the “hidden monster” of ROT data, why it puts your company at great risk, and how you can use tools such as retention policies, data maps, survey assessments, legal hold databases, automated categorization, and statistical sampling, to develop and implement an effective and legally defensible remediation plan.
The presentation included discussion of The Sedona Conference® Commentary on Inactive Information Sources‘ Inactive Information Guidance Principles:
- Principle 1: Subject to any preservation obligations related to pending or reasonably anticipated litigation or government investigation, an organization should take reasonable steps to determine whether an inactive information store contains information that the organization should retain based on legal retention requirements or business needs.
- Principle 2: Subject to any preservation obligations related to pending or reasonably anticipated litigation or government investigation, an organization should avoid excessive retention of inactive information by destroying it when it is no longer necessary to meet legal retention requirements or business needs.
- Principle 3: An organization should take reasonable steps to determine whether an inactive information store contains information that is potentially relevant in a pending or reasonably anticipated litigation or government investigation.
- Principle 4: An organization should take reasonable measures, through IT practices and user-facing policies and procedures, to reduce the ongoing accumulation of inactive information.
- Principle 5: An organization should consider establishing policies and procedures for the orderly migration of data required to be retained or preserved to supported formats, systems and media to reduce the need to retain/preserve inactive information.
- Principle 6: An organization should consider whether and how its policies/procedures regarding inactive information should apply to third parties in possession of the organization’s inactive information.
- Principle 7: An organization should consider periodically reviewing and updating any policies and procedures regarding inactive information to account for changes in laws, new forms of inactive information, and new technical capabilities or changes in business organization or requirements.
- Principle 8: An organization should take reasonable steps to index/identify/organize/map corporate records (as reasonable, based on business needs) so as to minimize over-retention and disorganization.
9/21/2016 – Wednesday – 5:30 pm – Rivers Club – Millennials, Law Firm IG, and Lollipop Moments – Oh My! — our first event of the first event of the 2016-2017 season of ARMA Pittsburgh — will be two parts:
1. ARMA September Business Meeting – Brianne Aul, President of the Pittsburgh Chapter, provided a comprehensive overview of the 2016 ARMA Regional Leadership Conference, and several of the fantastic initiatives that ARMA International is working on to benefit members – both seasoned and prospective! Brie also gave an overview of the Pittsburgh Chapter survey results, and how the 2016-17 program year will be structured to align with what members have asked for. She and other Board members were on hand to answer questions you had regarding ARMA.
2. Law Firm Information Governance Symposium Update – The Law Firm Information Governance Symposium has been underway for the past five years, and very recently, published their next set of reports on ISO 27001 in the legal industry, staying in compliance with client requirements, aligning KM with IG, and identifying the ROI of IG. Brie is a founding Steering Committee member of the LFIGS initiative, and discussed what has been done in the past, and what will done in the future, to address the very unique – and not-so-unique – approaches law firms must take to address information governance within their environment.
Brianne Aul, CRM has been the Firmwide Records Senior Manager for Reed Smith LLP since 2009, a position to which she was promoted after serving as Records Supervisor for the firm’s Pittsburgh office since 2006. She has been with Reed Smith since 2001. Ms. Aul is the current President of the Pittsburgh chapter of ARMA, and became a CRM in December, 2014. Ms. Aul also received her B.A. in English from The Pennsylvania State University in 2001, and her M.B.A. from Waynesburg University in 2008.
5/18/2016 – Wednesday – noon – 1:30 pm – Rivers Club – Fresh Perspectives: Refreshing an Established Records Management Program
Records management programs are often perceived as de facto in most colleges and universities. However, many institutions have only recently launched programs, and entrenched RM programs are reevaluating their position with the proliferation of electronic records, email retention, and digital liabilities. Alex Toner, University Records Manger at the University of Pittsburgh, discussed the ways in which he’s working to refresh Pitt’s program and review its effectiveness, including updating retention schedules, justifying the need for institutional support, collaborating on research data management, and raising awareness among users.
Alex J. Toner
University Records Manager
University of Pittsburgh
Alex J. Toner is the University Records Manager at the University of Pittsburgh. He has managed student academic records in the Office of the University Registrar, and served as a NHPRC Project Archivist at the Senator John Heinz History Center where he processed over 150 archival collections. Alex is a member of the steering committee for the records management roundtable within the Society of American Archivists and chair of the external relations committee of the Staff Association Council at Pitt. He earned his MLIS from the University of Pittsburgh in 2011.
6/11/2016 – Saturday – 10:00 – 11:30am (meet at 9:45am) Heinz Field stadium tour
Join us on Saturday, June 11th at 10:00am for our first ever tour of legendary Heinz Field, home to the NFL Steelers and University of Pittsburgh Panthers. If you are interested in football, Pittsburgh history, or networking with ARMA chapter colleagues, then join us for this fun and interesting get-together. Tours of Heinz Field provide guests with a behind-the-scenes look into the FedEx Great Hall, Clubs, Luxury Suites, Press Box, Field, and much more! For stadium facts, see http://heinzfield.com/stadium/heinz-field-facts/.
Thanks to our sponsor Hyland Software.
We had a great lunch at nearby Rivertowne North Shore – Pittsburgh (337 N Shore Dr, Pittsburgh, PA 15212, Phone: 1-412-322-5000). Note: your lunch is not included in cost below.
4/20/2016 – Wednesday – noon – 1:30 pm – Egregious Data Security Breaches, Hacks & Leaks: Lessons from the Trenches — a joint ARMA/PLAA session
ARMA Pittsburgh and the Pittsburgh Legal Administrators Association presented a joint meeting on
EGREGIOUS DATA SECURITY BREACHES, HACKS & LEAKS: LESSONS FROM THE TRENCHES.Cybersecurity is a real concern for everyone today, including businesses and enterprises of all kinds. How and why did the recent data breaches of Sony Pictures, the Office of Personnel Management, Anthem, Ashley Madison, and the Pentagon happen? What can we learn? What makes such targets vulnerable? Who is hacking and why? How is this relevant to your law firm or business and your clients or customers? How do you protect your business, including decisions regarding appropriate cyber insurance coverage? Our speaker were David G. Ries, Esquire, Clark Hill PLC and Matthew Magner, Senior Underwriting Officer of Chubb Specialty Insurance and
Thanks to our lunch sponsor Ricoh.
- 3/16/2016 – Wednesday – noon – 1:30 pm – Proactive Steps to Enact Your Retention Policy — a joint ARMA/ILTA session
March’s joint session with ILTA addressed PROACTIVE STEPS TO ENACT YOUR RETENTION POLICY.
Most Law Firms have adopted Information Governance policies that outline retention plans for physical and electronic information. Very few firms have actually enacted retention on any of their physical or electronic content. A large part of the reason for this is that their systems and processes for managing information are not configured around the retention process. This session offered some practical suggestions on how to change business process and software configuration to efficiently enact retention.
Our speaker were David Beauchemin, Information Governance Product Manager for InOutsource, provides project management and information governance consulting services to law firms. He supports firms in designing and documenting business processes to maximize efficiency and compliance, creates custom-tailored software training documentation and leads training sessions for staff members.
Beauchemin has a particular interest in the area of physical and electronic file retention and has managed large-scale retention/destruction projects for law firms. He has guided initiatives to reduce paper reliance as part of office space consolidations and moves and has been part of the implementation team for a variety of records management systems. He holds a Bachelor of Arts degree in International Relations from St. Joseph’s University.
Cost: Free for ARMA/ILTA members and guests.
Lunch sponsor: InOutsource
Registration closed by March 10 to : firstname.lastname@example.org.
2/24/2016 – Wednesday – 5:30 – 8:00 pm – Truth or Dare: Can You Prove Compliance?
Recent research shows that while 87 percent of organizations have formal RIM programs, only 8 percent measure compliance, and only a paltry 7 percent of total employees are engaged in these RIM systems. A framework of basic RIM risk controls (that is, anticipated activities based on policy) can help set expectations across your enterprise and provide a means by which you and your business units can evaluate performance and plan for remediation. Once measured, performance can be benchmarked against your business’s goals or even against the performance of other organizations. The old adage of “what gets measured is what gets done” holds especially true when considering the financial, legal and security risks of the explosive volumes of information being created each and every day across your enterprise. As a result, controlling and managing information has become more complex and requires more than a standard RIM staff to police compliance activities in accordance with the needs of your customers, regulators and shareholders. This session provided a blueprint for managing such a complicated web of information.
A companion Practical Guide to a RIM Risk and Controls Framework with a set of pre-defined controls and rankings were made available for attendees.
- How to institutionalize a RIM “risk and controls framework” that includes timing, roles and responsibilities
- How to assign ratings to performance
- The value of benchmarking results
Chris Whitaker, PhD, MBA is a Senior Advisor in Iron Mountain’s Professional Services organization.
He has been in Document Management/Records and Information Management for over 20 years working for companies such as Iron Mountain Consulting and Xerox Corporation. He has partnered with numerous global organizations to mitigate risk and reduce costs for managing information through the development and implementation of best practice RIM programs. His work in this area spans multiple industries, including Financial Services, Insurance, Manufacturing, Retail and Life Sciences. Chris holds an MBA from Mercer University in Atlanta and a PhD from Northcentral University. He is a current member of ARMA in the Virginia area. Chris can be reached at email@example.com or 804-929-2127.
Iron Mountain Incorporated (NYSE: IRM) is a leading provider of storage and information management services, providing solutions for records management, data management, document management, and secure shredding help organizations to lower storage costs, comply with regulations, recover from disaster, and better use their information for business advantage. Founded in 1951, Iron Mountain stores and protects billions of information assets, including business documents, backup tapes, electronic files and medical data. Visit www.ironmountain.com for more information.
We learned how to prove compliance with your records policies and processes.
1/27/2016 – Wednesday – 5:30 – 8:00 pm – How can Computer Forensics, E-Discovery and Defensible Disposal Inform your Information Governance Program?
We received an overview of computer forensic practices, e-discovery data collections and the role records management policies and processes have in defensible deletion. We learned secrets that that may give insights to improving your records program.
Mr. Brett Creasy is the Vice-President and Director of Digital Forensics at bit-x-bit, LLC.
He is responsible for leading bit-x-bit’s team of forensic examiners and technicians in the preservation and analysis of electronic evidence. Mr. Creasy has conducted hundreds of examinations on a wide variety of systems including laptops, desktops, servers, cell phones, and external devices such as USB hard drives and optical media. He has testified as an expert witness numerous times in both state and federal courts. Mr. Creasy is a Certified Computer Examiner (CCE) and a member of the International Society of Forensic Computer Examiners. He has a B.S. in Information Technology with a specialization in Information Security and Assurance and an A.S. in computer network security and forensics. He also holds multiple other certificates and certifications in the areas of project management and information security, including being a Certified Information Systems Security Professional (CISSP ®).
12/9/2015 – Wednesday – 6:00 – 8:30 pm – 2015 Holiday Party
Seasons comeCame one and came all, who joined us for the annual ARMA Holiday Party, once again being held at the Grand View Buffet at the Rivers Casino where you joined us for food, fun and friends! Featuring the all-you-can-eat buffet, plus a wide selection of salads and desserts, including soft drinks, coffee and tea. Cash bar available.
And seasons go
Can you believe it’s already snowed!
But that didn’t bother the ARMA hearty
Because they knew it was time to PARTY!!!!
Grand View Buffet
777 Casino Drive
Pittsburgh, PA 15212
- 11/18/2015 – Wednesday – 5:30 – 8:00 pm – Ghosts and Legends of Western Pennsylvania Back by popular demand is local author and historian Thomas White. Tom turned his love of history and his profession as an archivist into several award winning books. You joined us as he explored the history and cultural meaning behind some of our region’s supernatural legends. You heard the story of whispering dead beneath the Black Cross, the ghostly woman of Summit Cut Bridge, the phantoms of Pittsburgh’s steel mills, and the ghosts and cults that stalk Blue Mist Road. You learned the truth about the curse at the old Quaker Church, Judge Reddick’s contest with the Devil, and many other spooky tales. Thomas White is the university archivist and curator of special collections in the Gumberg Library at Duquesne University. He is also an adjunct lecturer in Duquesne’s History Department and an adjunct professor of history at La Roche College. Tom received a master’s degree in public history from Duquesne University. Besides the folklore and history of Pennsylvania, his areas of interest include public history and American cultural history. He is the award-winning author of nine books, including Legends and Lore of Western Pennsylvania, Forgotten Tales of Pennsylvania, Ghosts of Southwestern Pennsylvania, Forgotten Tales of Pittsburgh Forgotten Tales of Philadelphia (co-authored with Edward White), Gangs and Outlaws of Western Pennsylvania (co-authored with Michael Hassett), A Higher Perspective: 100 Years of Business Education at Duquesne University, Witches of Pennsylvania: Occult History and Lore, and Supernatural Lore of Pennsylvania: Ghosts, Monsters, and Miracles (editor).
10/21/2015 – Wednesday – 5:00– 7:00 pm – Mobile Device Security – Mapping the Mobile Device Risk Model to Products Which Help Mitigate Those Risks — Join your colleagues at ARMA Pittsburgh as we network with information systems security members of ISSA.
Enterprises are trying to understand the mobile security landscape, they are also in the process of understanding their own mobile risk appetite, as well as trying to address different pockets of populations with different use cases requiring different solutions. During this presentation we will map out the risks of storing sensitive data on mobile devices then break down what is required to secure enterprise mobility into a series of smaller problems, addressed by different technologies.
9/16/2015 – Wednesday – 5:00– 7:00 pm – A Social on Social Media Governance: The Do’s and Don’t of Managing Social Media was our ARMA Pittsburgh at our first event of the 2015-2016 season!
As organizations continue to incorporate social media into their business processes, there is an ever-increasing need to manage social content effectively. We learned why we need to take action now. This session detailed the steps required to manage social media to support business objectives and information management requirements. Common pitfalls to avoid were discussed. Our AIIM speaker Jesse Wilkins, IGP, CRM, CIP, CDIA+ explained how Social Media Governance benefits your organizations. Click here for Mr. Wilkin’s bio.
This event was ARMA Pittsburgh’s Carl E. Weise Memorial Seminar. Thanks to those who joined AIIM and your colleagues at ARMA Pittsburgh at this educational event on social media to honor our former colleague colleague Carl E. Weise’s legacy as a great educator on information governance across email, social media and other emerging technologies.
Special guest Mrs. Myrna Weise and our AIIM speaker Mr. Jesse Wilkins at ARMA Pittsburgh’s Carl E. Weise memorial seminar on “A ‘Social’ on Social Media Governance.” Photo used by permission of Angel Ramos. (c) 2015 Angel Ramos CC BY-NC-ND
All meetings (unless otherwise noted) are held at 5:30 pm at the Rivers Club, One Oxford Centre, 301 Grant Street, Pittsburgh, PAARMA Pittsburgh offers events and programs on a wide range of topics. In addition to the monthly programs, we also offer a tour each year of a local venue. We have CRM-credentialed volunteers who will assist those interested in furthering their professional development by applying for CRM accreditation. If interested, please contact us for upcoming study dates. See details at Calendar. Return to the Homepage