Cloudy with a Chance of Records – Forecasts for

16th Annual ARMA Metro Maryland Spring Seminar
“Cloudy with a Chance of Records –
Forecasts for Successful
Information Governance”
Wednesday, April 9, 2014
The Universities
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, wellintentioned 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 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 program line up 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 panel of practitioners and implementers from NARA, Alfresco,
Gimmal, UBIC, and RedHat/Symantec.
Location, Time, and Registration Details
Universities at Shady Grove, Building III, Room 3241, Crockett Theatre
9630 Gudelsky Drive, Rockville, Maryland 20850
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
******* CRM/CPM CREDITS AVAILABLE (Pending) ********
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
Jason R. Baron, Esq., Drinker Biddle and Reath LLP, Co-Chair of the Information Governance
Initiative, and former Director of Litigation for NARA
-----------------------------------------------------------------------------------------------------------10:15 - 10:30 AM - Break/Refreshments
-----------------------------------------------------------------------------------------------------------10:30 - 11:30 AM - Keynote Presentation
Allison Stanton, Director of E-Discovery, FOIA, and Records, US Department of Justice, Civil
-----------------------------------------------------------------------------------------------------------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
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 nextgeneration 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:
Laurence Hart, Alfresco (
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.
Tim Shinkle, Gimmal (
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.
Paul Starrett, Counsel and Chief Global Risk Officer, UBIC, Inc.
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.
Tom Kennedy, RedHat/Symantec (,
-----------------------------------------------------------------------------------------------------------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
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.
Prior to joining the Department of Justice, Ms. Stanton was an attorney with Hogan Lovells US LLP where
she represented numerous clients in complex civil cases and criminal investigations, many of which
included complex e-discovery issues. Ms. Stanton also developed proactive e-discovery plans for
Fortune 500 companies, including document retention policies and litigation hold and response
Ms. Stanton teaches E-Discovery at American University’s Washington College of Law and is the FormerChair 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
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 EDiscovery 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.
Vendors and Awards
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
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), and Three Vendor of the Year points awarded.
Thanks To Seminar Sponsors
From I-270 take Exit 8. Go west on Shady Grove Road for 1.5 miles and turn right on
Gudelesky Way, then left on Gudelsky Drive to Building III. Free Parking! (See for a map of the campus.)
Sheraton Rockville, Hilton Garden Inn Rockville/Gaithersburg, Homewood Suites
Rockville/Gaithersburg, Springhill Suites by Marriott, Red Roof Inn, and Comfort Inn
Shady Grove are all close to the seminar location.
As of 3/11/2014