A PREMIER EDUCATIONAL

EXPERIENCE

WWW.MERCONFERENCE.COM

Focusing on the issues and challenges of Managing Electronic Records

Issue 3 | Announcing the MER’16 Keynoter

PRE-CONSMAY 22, 2016 MER EXPERIENCE

MAY 23-25, 2016CHICAGO

PRESENTED BY:Education & Thought Leadership

24th year!

Education & Thought Leadership

THE MER EXPERIENCE | WWW.MERCONFERENCE.COM | REV 3.6 MAY 18 PAGE 1

NOW IS THE TIME

TO REGISTER FOR

MER ’16Cohasset Associates, Inc. is proud to present the 24th National Conference on Managing Electronic Records (MER).

PRE-CONFERENCETUTORIALS

Sunday, May 22ndChoose one of six timely topics

Highly-interactive formatPresented by

renowned experts10 am – 5 pm

MER’16 EXHIBITORS

All premier solution providers

Private 1:1 MeetingsSuper productive format

Facilitating informed decisionsAccelerating your success

MER’16 PROGRAMMay 23 – 25

59 Speakers

Known for their knowledgeRenowned as presenters

Innovative thought-leaders

33 Conference SessionsCutting-edge topics • “Spot on” relevance

11 Topic-based Themes

7 Insightful Case StudiesPresented by “been there, done that” experts

4 TracksLegal • Technical • Operational • Exhibitor Solutions Showcases

MER 24/7 Streaming video of every

conference sessionDelivered Anywhere, Anytime

Avoid missing any session because of a concurrent session

Avoid missing any sessions due to meetings with exhibitors

Share great sessions with colleagues

MER CONFERENCE EDUCATIONAL

PARTNER

WEBINAR REGISTRATION

Presenter: Bennett Borden, Esq., one of the most articulate and insightful proponents of Information Governance (IG)

Information management is in the midst of a sea change in the processes by which electronic records are managed. From a paradigm that was founded on media-centric records, where management was based on observable, physical location controlled by humans, we have now moved to the age of content-centric records, where their management is based on invisible, logical locations controlled by computers.

Because content-centric records are much more complex than media-centric records, the processes guiding the life-cycle management of content-centric records also are much more complex – in fact, “exponentially” more complex.

With the vast majority of records now having been “transformed” from media to content centricity, the functional name of “records management” evolved to “information management” – and now to “Information Governance”, which best manifests today’s rationale for managing records – risk mitigation, not space reduction.

For 23 years, the National Conference on Managing Electronic Records (MER) has been the educational “gold standard” for successfully managing electronic records.

For those of you who have recently been assigned to start, grow, or accelerate your information governance program, this FREE webinar is for YOU!

And for those who are considering attending the MER’16 national conference in May, this webinar provides a unique opportunity to confirm in advance the MER’s reputation for excellence and timely topics.

If you like the experience of this webinar, YOU WILL REALLY BENEFIT from attending the MER’16 conference!

THE MER EXPERIENCE | PRE-MER WEBINAR | WWW.MERCONFERENCE.COM PAGE 2

PRE-MER WEBINAR INFO GOV IN THE 21ST CENTURYHOW DO YOU EMPOWER YOUR ORGANIZATION TO BE DRIVEN BY THE RIGHT DATA IN THE 21ST CENTURY?

This sea change is grounded in the

radically different nature of electronic

records.

APRIL 7

Globe: © Rtguest | Dreamstime.com

FREE

THE MER EXPERIENCE | INDEX | WWW.MERCONFERENCE.COM PAGE 3

EXPERIENCE 2016

Every year, for the past 10 years, over 98% of the MER’s attendees

said they would recommend the MER Conference.

INDEX

PRE-CONS page 4There are six pre-cons – something to meet everyone’s needs. All are in depth – and highly interactive. Lead by industry thought leaders, these hands-on work sessions have become a hallmark of the MER; equipping attendees with actionable knowledge and skills they can immediately apply in their workplace.

PROGRAM page 633 MER sessions address everything from “getting started” to “cutting-edge”. The sessions focus on the OPERATIONAL, TECHNICAL, and LEGAL issues information governance managers need to know.

THEMES page 9

EXHIBITORS page 11

REGISTRATION page 18

SPEAKERS Now available on-line

MER’16 24/7Available July 1

REGISTERNOW!

T1. Certified Records Manager (CRM) Examination Preparation

Kiersten Ward, CRM – Institute of Certified Records Managers Debra Gearhart, CRM – Institute of Certified Records Managers Nick De Laurentis, CRM – Institute of Certified Records Managers

This workshop provides: a) an introduction to the Institute of Certified Records Managers’ (CRM) Exam, b) a qualification overview, c) a detailed overview of the material covered in Parts 1-5 – with 20 sample questions for each part. For Part 6, one business case will be reviewed by the group with a second business case being composed for review at home by a CRM grader. MORE u

T2. Optimizing SharePoint in the Cloud: People, Processes, and Technologies

Mike Alsup – Gimmal Art Bellis – Gimmal Brad Teed – GimmalNishan DeSilva - Microsoft

The transition to SharePoint “in the cloud” has left many organizations wondering: a) what are the functional implications and b) how do users optimize SharePoint in the cloud; specifically, in their enterprise content and records management programs. Understand how SharePoint Online (Office 365) introduces significant challenges for information access, governance and legal compliance. Learn from leading experts in the industry. Share information and experiences with other organizations seeking to optimizing SharePoint in the cloud. MORE u

T3. Launching an Information Governance Program: Keys to Planning and Executing an Effective Initiative

Mark Diamond – Contoural

The most difficult part of launching an Information Governance program is getting started. A complete, well-designed information governance program project plan ,with appropriate milestones and metrics, can drive a program forward and give you the best chance for success. This session details real-world keys to effective IG project plans and execution strategies. MORE u

Choose one of the six limited-enrollment tutorials providing in depth focus.

SUNDAY, MAY 22, 2016 | 10:00 am – 5:00 pm

THE MER EXPERIENCE | PRE-CONS | WWW.MERCONFERENCE.COM PAGE 4

EXPERIENCE 2016 PRE-CONS

Excellent content! Very worthwhile.

Thank you!

T4. The Critical INTERSECTION of Vendor Management, Information Governance and Contract Administration

Karen Coppa, Esq. – Cohasset Associates Karen Knight – Cohasset Associates Carol Stainbrook – Cohasset Associates

At most companies, the operational intersection of three key disciplines is ignored! This neglect fuels concerns regarding: a) third-party compliance, b) ethics risks, c) a data breach liabilities, and d) the potential logistical nightmare of contract administration. Avoid the pitfalls. Attend this session to identify and understand the intersections. Optimizing the intersection at your Company will mitigate information-related risks and maximize information value. MORE u

T5. Avoiding Corporate Alzheimer’s: Standards-Based Digital Preservation Technologies and Techniques

Lori Ashley – Tournesol Consulting Charles Dollar – Dollar Consulting Martin Springell – Preservica

This tutorial features a standards-based capability maturity model to enable a gap analysis of an organization’s competency to ensure long-term access to digital records, and demonstrations of automated workflows that capture metadata and ensure the integrity of digital assets over time. Interoperability strategies for transferring assets from content and records management applications to trusted digital repositories (TDRs) will be addressed, along with the identification of specific steps for integrating preservation actions into an Information Governance framework. MORE u

T6. Using Content Analytics to Improve Information Management

Jesse Wilkins – AIIM International

From this workshop, learn how organizations can leverage content analytics tools to improve their information management practices. Specifically attendees will learn a) how to determine the right content analytics approach for their organization, and b) how to use content analytics to improve information governance. MORE u

5:00 PM - 6:30 PMCohasset Associates Welcome Reception at the Westin Hotel

THE MER EXPERIENCE | PRE-CONS | WWW.MERCONFERENCE.COM PAGE 5

EXPERIENCE 2016 PRE-CONS

REGISTERNOW!

This is the absolute best 3 days of education

awareness and inspiration for the field of

information management.

THE MER EXPERIENCE | PROGRAM | WWW.MERCONFERENCE.COM PAGE 6

EXPERIENCE 2016 PROGRAMMONDAY | MAY 23, 2016

7:30 AM - 8:30 AMContinental Breakfast

8:30 AM - 9:00 AMConference Opening

Christine Burns, Carol Stainbrook & Robert Williams Cohasset Associates

9:00 AM - 10:00 AM

1. Major Changes Are Ahead for IG. What Are They? What Will Be Their Impact?

Barclay T. Blair – IGI Initiative Kon Leong – ZL TechnologiesStephen Ludlow – OpenTextJames Watson, PhD – Doculabs

In this opening panel discussion, Barclay T. Blair leads three experts, all very experienced in information management thought leadership, in a discussion of “what’s next” in the world of information and what it means for you. What’s behind the headlines and beyond the hype? Hear what experts think will really matter to you in 2016 and beyond. MORE u

10:00 AM - 10:30 AMRefreshment Break

10:30 AM - 11:30 AM2. OPENING KEYNOTE

Eileen Evans, Esq. – VP and Deputy General Counsel, Software, Cloud & Open Source Office of the General Counsel, Hewlett Packard Enterprise

11:30 AM - 12:00 PMRefreshment Break

12:00 PM - 1:00 PM3. Taming the Winds of Change Post “Safe Harbor Framework 1.0”: The impact of New U.S./EU Data Protection Developments on Global Electronic RIM and Information Governance

M. James Daley, Esq. – Seyfarth Shaw LLP John Jorgensen – The Sylint Group

Learn how your organization can safely transfer EU-based records and information to the U.S. for business and legal purposes. Understand the consequences of getting it wrong. What are the best practices and process-based approaches that can help companies, regardless of size, navigate a) the new underwater mines of legal risk, b) the cost of losing their “Safe Harbor” and c) the new EU General Data Protection Act. MORE u

1:00 PM - 2:30 PMSeated Luncheon

2:30 PM - 3:30 PM (Choose #4, 5, 6 or 7)

4. CASE STUDY: An Executive Discussion on How a Global Bank Stepped Up Its Game and Got Much Better at Information Governance

Mark Diamond – Contoural Matthew Bernstein – Deutsche Bank

As one of the largest and most complex global banks, Deutsche Bank faces ever-increasing recordkeeping requirements and far-reaching discovery challenges. This case study presents an executive discussion on:

• How the Bank developed a strategy to improve its IG

• How the Bank and is executing that strategy

• How the improved IG process is better meeting the bank’s IG compliance requirements

• How the improved IG process also is saving lots of money. MORE u

Loved this conference. I always

go away with renewed passion and on a mission to make a difference at

my company.

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EXPERIENCE 2016 PROGRAM

5. Users Not Needed: Electronic Recordkeeping Automation That Works!

Bruce Miller – RIMtech Consulting

Imagine not having to depend on users to decide: a) which documents are records, b) when to declare them, c) how to classify them, and d) where to store them. It’s now possible.

Attend this session to understand and apply new Rules-Based Recordkeeping (RBR) technology and methods – the outcome of your electronic document and records project may well depend on it. MORE u

6. Preparing for Legal Success in the Internet of Things Era

Steven Teppler, Esq. – Abbott Law Group, P.A. Erik Laykin – Duff & Phelps

The Internet of Things (“IoT”) generally is defined as connected computing devices and services that can communicate and interact with other devices in their own and other computing environments. With 50 billion devices expected to be in service by 2020, these devices are creating a tidal wave of new types of information. Learn how ERM can manage and preserve this new influx of information. MORE u

7. IBM’s SOLUTION SHOWCASE: Real World Information Governance Journeys

Genifer Graff – IBM Richard Hogg – IBM

Who’s Doing Information Governance? Take a journey of where to start and why through pain points to avoid via best practices and resources for Information Lifecycle Governance. We’ll examine case studies of organizations who realized benefits from their program along different paths.

3:30 PM - 4:00 PMRefreshment Break

MONDAY | MAY 23, 2016

MER is awesome. Great speakers,

great topics, great networking.

NEW THIS YEAR!SOLUTION SHOWCASEThe Solutions Showcase features 7 practical

applications of information governance principles

and practices against real-world challenges.

Hear jointly from industry representatives and

practitioners on how they worked to create, and

implement solutions.

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IBM ..................................Monday | 2:30 pm

HARMON.ie ....................Monday | 4:00 pm

EMC ................................Tuesday | 8:30 am

MICROSOFT ...................Tuesday | 10:00 am

ZL TECHNOLOGIES ........Tuesday | 11:30 am

HPE ..................................Tuesday | 2:00 pm

ACTIVE NAVIGATION .....Tuesday | 3:30 pm

THE MER EXPERIENCE | PROGRAM | WWW.MERCONFERENCE.COM PAGE 8

EXPERIENCE 2016 PROGRAMMONDAY | MAY 23, 2016

4:00 PM - 5:00 PM (Choose #8, 9, 10 or 11)

8. CASE STUDY: Email Management – A Progress Report One Year Later

Laurie Fischer – Consilio, LLC Curt Kramer – Navistar Lynda Carlson – 3MCheryl Strom – McDonald’s

As time goes by, with so many platforms, configuration options and enabling technologies available, the management of email only seems to get more complex and confusing. This very popular session reconvenes our panelists from last year’s MER session to “check-in” on the progress they have made in the actual implementation of their email management strategies. MORE u

9. CASE STUDY: How Pitkin County Manages Its Records In Google Apps

Susan Sullivan – Pitkin County

This session examines how Pitkin County (Aspen, Colorado) is implementing content management in the cloud through Google Apps. It describes the tools selected and how they function. Technical and policy details around migrating shares to the cloud, automated email management, auto-categorization, and user adoption will provide potential solutions for attendees on how to manage their hybrid (cloud and on premise) storage environments. MORE u

10. The 7 Deadly Sins of Contracting with 3rd Party Data Service Providers: What to Anticipating and What to Prevent

Joe Burton, Esq. – Duane Morris, LLPJon Stanley, Esq. – Verrill Dana, LLP

As more information is created and stored in the cloud, the precise terms and conditions of the contract(s) between information owners and data services providers are of significant and, in some instances, of critical importance.

This session addresses “7 deadly sins” of contracting that can leave your information at risk or imperil your ability to manage it. Learn about legally sound, practical and tested solutions for avoiding these sins and meeting your management responsibilities. MORE u

11. HARMON.ie’s SOLUTION SHOWCASE: Bruce Miller Presents “The Final Frontier for RIM Compliance”

Bruce MillerDavid Lavenda

This session explores and quantifies the RIM requirements for email and email integration software products, as the core foundation for realizing a successful information governance program. Attendees will have the opportunity to see a live demonstration of how RIM compliance solutions harmon.ie and Gimmal extend SharePoint to form a comprehensive and complete RIM compliance solution for emails and documents. MORE u

5:00 PM - 6:30 PMNetworking Reception at the Westin

MER’16 PROGRAM CONTINUES ON PAGE 13Really well done

with a great selection of professionals.

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EXPERIENCE 2016 THEMES

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PLATINUM

EXPERIENCE 2016 EXHIBITORS

THE MER EXPERIENCE | EXHIBITORS | WWW.MERCONFERENCE.COM PAGE 11

1. The MER Conference is select in who it invites to be exhibitor: Inviting only leading information governance solution providers;

2. The MER Conference is focused in scope: Emphasizing the legal, technical and operational issues associated with the life cycle management of electronic records;

3. Private 1:1 meetings are much more productive: the most productive MER exhibitors/attendee meetings are conducted privately in the privacy of individualized meeting rooms; and

4. A more productive experience: the quality of the attendee/exhibitor meetings has repeatedly been hailed by both attendees and exhibitors as “the best”.

PREMIER SOLUTION PROVIDERS

Technology innovation that fosters business transformation.

We Are In the Acceleration BusinessWe help customers use technology to slash the time it takes to turn ideas into value. In turn, they transform industries, markets and lives.

Some of our customers run traditional IT environments. Most are transitioning to a secure, cloud-enabled, mobile-friendly infrastructure. Many rely on a combination of both. Wherever they are in that journey, we provide the technology and solutions to help them succeed.

For the benefit of both attendees and exhibitors, the MER Conference is very unique: in four contexts regarding its exhibitors.

NOTE: With MER 24/7, no one ever misses a MER Conference session because they were in an exhibitor meeting – just view the session later in your office or home via streaming video.

BRONZE

EXPERIENCE 2016 EXHIBITORS

THE MER EXPERIENCE | EXHIBITORS | WWW.MERCONFERENCE.COM PAGE 12

GOLD SILVER

THE MER EXPERIENCE | PROGRAM | WWW.MERCONFERENCE.COM PAGE13

EXPERIENCE 2016 PROGRAMTUESDAY | MAY 24, 2016

7:30 AM - 8:30 AMBreakfast Buffet with the Exhibitors

8:30 AM - 9:30 AM (Choose #12, 13, 14 or 15)

12. CASE STUDY: The Convergence of Records Management and Digital Preservation

Howard Loos – Brigham Young University Chris Erickson – Brigham Young University Joshua Bullough – LDS Church

How can digital records of enduring value be preserved over long periods of time? Digital preservation faces media format, software and hardware obsolescence challenges. Accordingly, digital preservation is a process, not simply a technology. Learn how Records Management and Digital Preservation are working together at BYU and the LDS to resolve these challenges. MORE u

13. Seeing the Trees in the Forest: TAR (Technology Assisted Review) for Lawyers and Information Governance Professionals

Bennett Borden, Esq. – Drinker Biddle & Reath, LLP

The implications of Technology Assisted Review (TAR) and other forms of data analytics are fast emerging. Lawyers, and Information Governance professionals who work together to collect, preserve, secure, produce and eventually dispose of records and information all need to understand and embrace the use of these tools or risk fast becoming extinct in their fields of expertise. MORE u

14. ERM Case Law: The Annual MER Update of the Latest News, Trends, & Issues

Steven Teppler, Esq. – The Sedona Conference® John Jorgensen – The Sylint Group

The 2015 Amendments to the Federal Rules of Civil Procedure are now in place, and scores of federal court decisions have interpreted these new Rules. Are they living up to their promise to reduce ERM discovery costs and clarify ERM preservation obligations? This fast-paced session – a MER tradition – highlights key federal court cases of the past six months – providing the information and insights, both ERM professionals and their lawyers seek, in a way that everyone can understand. MORE u

15. EMC’s SOLUTION SHOWCASE: Gaining Insight From One Company’s Journey Down the Road to Implementing an Electronic Records Management System

Teresa Britton – EMC William Sulima – EMC

Interested in learning about an implementation, roll-out, and training process for an electronic records management solution? In this session, two members of a fortune 150 company will share their experiences and lessons learned from the project they ran to implement an enterprise-wide electronic records management system. Whether you are still in the planning stages or have already purchased a product, gaining insight from your peers and understanding some of the challenges is essential to maximizing your success.

9:30 AM - 10:00 AMRefreshment Break

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Great sessions, current issues, good

informative meetings with vendors by appointment.

Well done.

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EXPERIENCE 2016 PROGRAMTUESDAY | MAY 24, 2016

10:00 AM - 11:00 AM (Choose #16, 17, 18 or 19)

16. How Ready are YOU to Lead the Advancement of IG in YOUR Organization?

Karen Knight – Cohasset Associates Carol Stainbrook – Cohasset Associates

In 2015, Cohasset conducted a survey to examine the readiness of professionals to address the technical and strategic demands they face, as well the opportunities that are manifested, as they advance IG in their organizations.

Attend this session to: a) assess your IG-related readiness and identify the challenges to be encountered, b) formulate internal action plans, and c) develop communications to highlight your IG successes and opportunities.

The findings offer insights applicable to nearly every industry. MORE u

17. Market Analysis: Cyber Security and Information Governance

John Jorgensen – The Sylint Group

Most organizations agree that formal data retention policies are valuable, but many don’t have them in place. Combined with rapidly changing technology landscapes and burgeoning volumes of data, a lack of effective data retention policies can make Electronic Discovery a time-consuming, burdensome, and costly undertaking for organizations. This session examines case law, enabling technologies and leading practices that can help companies manage these costs and risks. MORE u

18. Are There Sharks in That Water? Managing the Risk Associated with (Big) Data Analytics

Ronke Ekwensi – BaxaltaBryn Bowen – Schulte Roth & Zabel LLP

Big Data is a pool that everyone wants to swim in. With continuous innovation in data analytics, marketers, key decisions makers and senior executives are easily seduced by the promise of hidden value in large volumes of data. However swimming in these pools of data is not without risk. Legal, regulatory, privacy, security and ethical considerations all seem to scream “No Life Guard on Duty”. MORE u

19. MICROSOFT’S SOLUTION SHOWCASE: What We Learned Matters! Microsoft’s Internal Experience During an Implementation of MS Matter.

Nishan DeSilva – MicrosoftDennis Garcia – Microsoft

Microsoft’s legal department is leveraging native functionality of Office 365 with Microsoft’s newest solution, Matter Center for Office 365, to accomplish critical aspects of their work.

Drawing from real-life implementation experiences within Microsoft, the speakers will highlight the benefits and challenges of implementing these tools. Learn what to expect and how to proceed as efficiently as possible with your own implementations. MORE u

11:00 AM - 11:30 AMRefreshment Break

11:30 AM - 12:30 PM (Choose #20, 21, 22 or 23)

20. CASE STUDY: Information Governance 2.0: Next-Generation RIM Programs, A Panel of Experts Weighs In

James Watson, PhD – DoculabsFrank Duffy – SunLife Robert O’Connor – Oppenheimer Funds Nicolas Seyot – Morgan Stanley Steven Webber – Northwestern Mutual

For many organizations, the implementation of information governance (IG) is finally moving forward at a satisfactory pace. Thus, now is the time to plan for “what’s next” – to define how IG should evolve by 2020.

Four panelists from cutting-edge organizations on how they are progressing to IG 2.0. The discussion will detail “how” these organizations are moving from what they have achieved to what they now believe they need to achieve in the coming five years. MORE u

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Excellent! I feel this was an

intelligent investment. I anticipate seeing a

return in the next 3-6 months.

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EXPERIENCE 2016 PROGRAMTUESDAY | MAY 24, 2016

21. CASE STUDY: That’s So Last Week! Strategies for Achieving Comprehensive Governance of Unstructured Content

Laurie Fischer – Consilio, LLCSara Flanagan – Consilio, LLC Robin Martin – Ameritas Danica Goodell – CME GroupPatrick Cunningham – Motorola

The enterprise content management world, relatively stable for a number of years, is now being disrupted as tech-savvy employees demand more nimble solutions to get their jobs done. This session will present a lively discussion of this on-going evolution. The panelists will provide real-life insights into the challenges of and strategies for achieving comprehensive governance of unstructured content. MORE u

22. Best-Practice Information Governance and Data Analytics as Critical Elements of an Effective Compliance Program

Debra Sabatini Hennelly, Esq. – Compliance & Ethics SolutionsJoe Oringel – Visual Risk IQ

As an Information Governance professional, you are a strategic partner in the success of your organization’s legal and compliance functions. This session addresses three ways a strategic approach to IG can support proactive compliance. It also a) provides the rationale for these strategic approaches to IG, and b) helps you become a more effective and integrated business partner to your CECO. MORE u

23. ZL TECHNOLOGIES’ SOLUTION SHOWCASE: File Share Cleanup: How To Do It Once… And Never Again

Kon Leong – ZL Technologies

This product showcase will examine not only how the right file analysis approach can provide a starting point for file share cleanup, but can also provide an opportunity to proactively classify and govern files in perpetuity: eliminating the need for repeated cleanup projects. MORE u

12:30 PM - 2:00 PMSeated Luncheon

2:00 PM - 3:00 PM (Choose #24, 25, 26 or 27)

24. Becoming One of the Next Generation of Information Professionals, Realizing ‘The Great Opportunity’, and Avoiding Being Left Behind

Sue Trombley – Iron Mountain

Business leaders expect guidance and expertise from RIM professionals related to data analytics, privacy and security, and strategic and innovative thinking. To deliver on this expectation, RIM professionals need to expand their knowledge and expertise. This presentation provides an overview of what you need to know, who you need to talk to, and how to have a place of importance “at the IG table”. MORE u

25. Integrating Digital Preservation Capabilities into Information Governance

Lori Ashley – Tournesol ConsultingMartin Springell – Preservica

Every organization has digital records that face risks associated with technology obsolescence. Although obvious for historical records, the threats are equally applicable for digital records that must survive just a few technology cycles. This session explores the methods and technologies capable of ensuring the integrity and availability of digital records over long periods of time. MORE u

26. An Up-to-Date Answer to a Long-Standing Question: Can Paper Records That Have Been Imaged Then Be Destroyed?

Hon. Ronald Hedges – Ronald J. Hedges, LLC John Isaza, Esq. – Information Government Solutions, LLCRobert Williams – Cohasset Associates

Can paper records, which have been imaged, be de-stroyed? For virtually all imaged paper records, there is no reason to retain the original “paper” for any length of time. Further, imaged records should be as admissible in a legal proceeding even though they are copies of destroyed paper records. Experts will detail why and how. MORE u

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EXPERIENCE 2016 PROGRAMTUESDAY | MAY 24, 2016

27. HPE’s SOLUTION SHOWCASE

Peter Rospond – HPE Jennifer Vazquez – HPE

Hewlett Packard Enterprise generates over a million official business records every day. Business processes and transactions are highly distributed and complex, and the regulations governing records retention and disposition vary by region and type of record. HPE Records Manager has been implemented to establish a robust, standardized, centralized records governance framework – and to automate the tracking, managing, and disposition tasks associated with supporting that framework. This session will look at how Records and IT worked together to deliver a solution that is managing almost 1 billion records, is integrated with 396 software applications to automate records capture and reduced the physical records storage footprint by more than 30%. You will learn how HPE has improved compliance with regulations and its ability to respond to e-discovery requests while reducing costs and risks. MORE u

3:00 PM - 3:30 PMRefreshment Break

3:30 PM - 4:30 PM (Choose #28, 29, 30, or 31)

28. The Presidential Directive on Managing Electronic Records: Is Your Agency ‘On The Train’, ‘On the Platform’, or ‘Not Even At the Station’?

Jason Baron, Esq. – Drinker Biddle & Reath, LLPDonna Read – NARA

According to the Presidential Directive on Managing Electronic Records “all agencies must manage both permanent and temporary e-mail records in an accessible electronic format” by December 31, 2016. Is your agency going to meet this deadline, and the next one of December 31, 2019 where, “Federal agencies must manage all permanent electronic records in an electronic format”? This session looks at the steps necessary to move forward and the resources that will be needed by government agencies to be in compliance. MORE u

29. CASE STUDY: Content Whack-a-Mole: Keeping Up Compliance Across Multiple Repositories

Jordan Jones – Cisco SystemsMichyle LaPedis – Cisco Systems

Does your organization face challenges in driving compliance across multiple electronic repositories? Do new tools seem to be popping up every day? Learn how Cisco’s Records Management and IT teams partnered to drive a coherent and consistent policy in managing electronic content as Cisco adopted many of the popular on premise and cloud based repositories. MORE u

30. CASE STUDY: Destruction of Electronic Documents vs. Physical Destruction

Priscilla Emery – ECM Scope

This session addresses what happens when an organiza-tion continues to use destruction procedures developed for physical documents during the implementation of an electronic records management (ERM) system. It will pro-vide more appropriate alternatives when the retention and destruction language won’t translate well in the ERM environment. MORE u

31. ACTIVE NAVIGATION’S SOLUTION SHOWCASE: 10 Years from Customer to Vendor: IG Practicalities When Words are Not Enough

Rich Hale – Active Navigation

Making a difference to years of information neglect will not depend upon the arrival of some new IG thinking but, instead, will be founded in the solid application of existing skills and approaches with powerful technology.

Attendees will take away: a) Clear examples of what IG benefits can be achieved by addressing the digital landfill without any grand IG strategy, b) Case studies for executing on current information policies using resources that already exist within their organization, and c) Ideas to reinforce their arguments when IG-speak paralyzes leadership and makes progress hard to achieve.

5:00 PM - 6:30 PMNetworking Reception at the Chicago Yacht Club

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THE MER EXPERIENCE | PROGRAM | WWW.MERCONFERENCE.COM PAGE 17

EXPERIENCE 2016 PROGRAMWEDNESDAY | MAY 25, 2016

ENJOY CHICAGO!

REGISTERNOW!

7:30 AM - 8:30 AMBreakfast Buffet with the Exhibitors

8:30 AM - 9:30 AM32. Are RIM Managers Asking Too Much of the Business?

Jim Coulson – Morae Legal, LLC

Many Information Governance (IG) projects stall due to pushback by the business. Instead of trying to “make” the business comply with IG Policy, we need to reconsider what we are asking them to do. This session explores the equation of value and burden for the IG manager in their “ask of the business” and the positive effects this can have in boosting business compliance, as well as, securing IT interest and involvement. MORE u

9:30 AM - 10:00 AMRefreshment Break

10:00 AM - 11:00 AM33. CLOSING KEYNOTE: Building a Practical Plan for 2020: Measure Twice, Cut Once

Randolph A. Kahn, Esq. – Kahn Consulting

Helping to determine the value of information, and overseeing the processes to manage that information while supporting the company’s business and legal objectives, are some of the key challenges facing Information managers today. This Closing Keynote will help you guide the construction of your IG program by exploring how to develop a plan to transform the organization’s management of information. MORE u

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THE MER EXPERIENCE | REGISTRATION | WWW.MERCONFERENCE.COM PAGE 18

Register Online:merconference.com/register

Fax your registration(s) to:(800) FAX-7667

Phone your registration(s) to:(800) 200-7667

Mail your completed registration form(s) together with full paymentor purchase order to:

Cohasset Associates, Inc.505 N. Lake Shore Dr., Suite 3806Chicago, IL 60611

EXPERIENCE 2016 REGISTRATION

For detailed registration information, go to

www.merconference.com/register/

SCHEDULEThe MER EXPERIENCE 2016 will be held May 23-25, 2016, in Chicago, Illinois at the Westin Michigan Avenue Hotel – downtown on the “Magnificent Mile.” The conference begins at 8:30 am on Monday and adjourns at 11:45 pm on Wednesday.

Please check in 30 minutes before the conference begins.

PRE-CONSThe Pre-Conference Tutorials will be held May 22, 2016, at the Westin Hotel. Choose one of six sessions, all starting at 10 am. Light breakfast, lunch and refreshments are provided.

PAYMENTThe full registration fee is payable in advance by check, purchase order, or credit card: VISA, MasterCard, or American Express. Checks should be made payable to Cohasset Associates, Inc.

Cohasset’s Federal ID number is 36-2716388.

See the MER website for our cancellation policy.

INVOICINGCohasset Associates will invoice registrants if requested.

Invoiced registrants will be billed a $50 service charge. POs must include this charge.

THE MER EXPERIENCE HOTELThe Westin Hotel in Downtown Chicago, on the “Magnificent Mile” is the official MER Experience hotel.

909 North Michigan Avenue, Chicago, Illinois 60611

312-943-7200

Reservation deadline to receive the conference rate of $274/night is April 30, 2016 at 5:00 p.m. Central Time. Subject to Availability.

Every year, for the past 10 years, over 98% of the MER’s attendees have said they would

recommend the MER conference.

www.merconference.com/the-mer-conference-hotel-and-venue/

Education & Thought Leadership

THE MER EXPERIENCE | REGISTRATION | WWW.MERCONFERENCE.COM PAGE 19

EXPERIENCE 2016 REGISTRATION

REGISTRANT INFORMATION

Last Name First

Title

Organization

Address 1

Address 2 (no P. O. Box)

City State Zip

Telephone Ext. Fax

E-mail Address

REGISTRATION Advance registration is required.

MER Experience 2016 – May 23-25 $ 1,795

Pre-Conference Tutorials – May 22 $ 695 (check one tutorial below)

T1: Certified Records Manager (CRM) Examination Preparation

T2: Maximizing SharePoint in the Cloud – People, Process, and Technology

T3: Launching an Information Governance Program: Keys to Planning and Executing an Effective Initiative

T4: Optimizing the Intersection of Vendor Management, Information Governance & Contract Administration

T5: Avoiding Corporate Alzheimer’s: Standards-Based Digital Preservation Technologies and Techniques

T6: Using Content Analytics to Improve Information Management

PAYMENTCheck enclosed Please invoice address above

Card No. Exp. Date

Signature CVC

Your contact information is provided to the solution providers exhibiting at MER Experience 2016 prior to your arrival unless you indicate otherwise.

Do not contact

For detailed registration information, go to

www.merconference.com/register/