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ARMA - Boston Chapter Meeting
Thursday, March 15, 2007

 

 

Analysts Panel

'Traveler's Guide to Records Management - Planning Out Roadmaps and Avoiding Potholes'

 

Location:

InterContinental Boston
510 Atlantic Avenue

3rd Floor

Dartmouth/Eleanor Rooms

Boston,  MA 02210

    

Presented by:  Rachael Heade – Global Records Management Team - Microsoft

                      Doris Hambacher – Global Records Manager – Accenture

                      Colin Cahill – Global Records Manager – Bain Consulting

 

Moderated by:  Russ Edelman

 

                     

Sponsored by:  Kodak

                       

Overview:

 

Records Managers have been actively learning about WHAT types of technologies are out there to address the growing demands for enterprise records and document management. And while there is a growing awareness of WHAT is out there, most RM professionals are still at a loss on HOW to make it all work and work together.
This will be a panel session moderated by Russ Edelman of Corridor Consulting and consisting of: Rachael Heade of Microsoft, Doris Hambacher of Accenture, and Colin Cahill of Bain & Company.

 

Biographies:

 

Rachael Heade has been a member of the Corporate Records Management team at Microsoft for over 7 years. As the Records Management Analysis Manager she is the lead for the oversight and compliance with the Corporate Document Retention Policy and for the maintenance and accuracy of Microsoft’s Corporate Retention Schedule. Her daily activities include: providing guidance on document retention and; the development and implementation of departmental implementation guidelines; as well as the development of all records management training and communication at the Enterprise-wide level. An area which holds a lot of interest for her and her team is helping Microsoft employees understand document retention/records management with both a high regard for compliance and supporting long-term business needs.

The scope of her work is primarily US-centric; however; she does conduct research on international retention compliance, and provides guidance in this area to field offices and subsidiaries around the globe. She also developed a formalized process for transitioning records and information assets for use in mergers & acquisitions as well as divestitures. She is currently responsible for implementation of this process for all Microsoft mergers & acquisitions as well as divestitures.

Prior to Microsoft, Rachael was the Federal Grant Administrator for the City of Everett, a small municipality 35 miles north of Seattle and spent numerous years as a consultant to local, state and federal agencies in the area of transportation funding, planning, and regulatory compliance.

When not working she enjoys dog sledding in Northern British Columbia, reading, knitting, and the addictive Sudoku.

 

Doris Hambacher, CRM, is the global lead of Accenture’s records management program.  Accenture is a global management consulting, technology services and outsourcing company with 145,000 people in 49 countries.  Doris is responsible for guiding the development, implementation and operations of the company’s records management strategy, policies, procedures and systems.  She’s spent the last year leading a team to build a web-based records management system.  The system is now deployed throughout the Americas and half of Europe with the remaining countries coming live by May.  Initial scope is the company’s largest set of unstructured documents - contracts and project records.   

 

Doris has previous experience working as a records manager and archivist in both the public and private sectors in Michigan and Ohio.  She holds a masters in History with two undergraduate degrees in Geology and Anthropology.  It is the latter degree that has proven to be her most valuable in working with a global team.

 

Colin Cahill has been in the records & information management industry for 15+ years.  In his career, Colin has worked as a Corporate Records Manager, Project Manager, Records Management Consultant, Manager of Conflicts & Records, Senior Process Consultant & presently as Global Records & Information Manager.  He has a wealth of experience from the consulting, systems, corporate & compliance aspects of RIM.  He also has experience in a wide range of industries including professional services, legal, engineering, software, banking, healthcare, insurance and financial services. 

Colin also has a long history with ARMA/ICRM including serving as Boston Chapter President, Region Coordinator, International Awards Committee Member and CRM Exam 6 Grader.  Throughout his career, Colin's strategic leadership, innovation, and analytical skills have helped him achieve best-in-class results for the companies and organizations he's worked for.

 

Program:

 

This session is all about the HOW.  Specifically, a collection of world class RM professionals will gather to discuss a number of pressing issues about 1) HOW to plan for a successful RM Strategy, 2) HOW to identify factors to consider from a technology perspective, 3) HOW to develop an internal marketing campaign that works and 4) HOW to communicate with executives.  We will have a lively and highly opinionated panel, followed by breakout sessions to get everyone's feedback.  The feedback will then be summarized and presented at the end of the session to the participants.

 

Time:
11:00 AM – Registration
11:30 PM – Lunch
12:30 PM – 2:00 PM Presentation

 

Menu Choices:

-Seared Chilean Sea Bass on a Bed of Spinach with Mango, Papaya and Cilantro Relish
-Roasted Chicken Breast Stuffed with Proscuitto, Spinach and Goat Cheese, Polenta, Bell Pepper Cream
-Vegetarian Plate
 

 

Fees:
Chapter Members: $45.00
Non-Chapter Members: $55.00

  Walk-In: $65.00

 

RESERVATIONS ARE REQUIRED: Reservations can be made at www.armaboston.org, please contact Sandra Taylor Program Director at staylor@goodwinprocter.com Reservations Not Cancelled 24 Hours in Advance Will Be Billed.

Contributions or gifts to our organization are not deductible as charitable contributions for US federal income tax purposes. Membership dues and other payments may be deductible as ordinary necessary business expenses.

 

 

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