ARMA - Boston Chapter Meeting
Thursday, November 8, 2007

Presents:

BEST PRACTICES IN INFORMATION AND RECORDS MANAGEMENT: INDUSTRY EXPERT PANEL
 

An ARMA Boston/AIIM New England Collaboration

HALF-DAY PRESENTATION

Sponsored by:  Open Text, Iron Mountain, Kodak

Overview:   Industry Experts Address Key Issues for Success

An ARMA Boston/AIIM New England Collaboration

This exciting and lively panel, hosted jointly by AIIM New England and ARMA Boston, will provide information and cross-industry perspective for practitioners at all levels to help you understand record and information management today and best practices for success. Of particular interest is how to build a successful case for RM/IM/ECM inside your own organization.

Our event is in three parts:
• a presentation by each industry expert,
• an interactive Question & Answer session, and
• a more intimate “Lunch with the Experts” session

Plus ample opportunity to network and learn more about our sponsors

What you will learn:
• Drivers for implementing Electronic Record & Information Management Solutions (legal/regulatory, business, other)
• Key trends and standards
• Important auditing and management issues
• Best practices, lessons learned
 

Biographies:

Lydia Washington, MS, RHIA, CPHIMS, is Director of Practice Leadership at the American Health Information Management Association (AHIMA).  In her role, Washington provides professional expertise, specifically on applied informatics in the physician practice setting, to AHIMA members, the media, and outside organizations through articles, publications, and presentations.

Prior to joining AHIMA in 2006, Washington served as director of health information management (HIM) for M.D. Anderson Cancer Center.  Here she participated in institutional strategic and tactical planning for the transition to electronic health records (EHR) and implemented a document management system that enabled all medical records to be accessible online.

Washington has been actively involved as a volunteer in the HIM profession on both the national and state level.  She has served as a member of AHIMA’s EHR Practice Council and eHIM work groups.  She also served as president of the Texas Gulf Coast Medical Record Association and as Regional Director of the Texas Medical Record Association.

Washington holds a bachelors of science degree in Medical Record Administration from The University of Texas Medical Branch and a master of science degree in Health Informatics from the University of Texas Health Science Center at Houston.

AHIMA is the premier association of HIM professionals. AHIMA's 51,000 members are dedicated to the effective management of personal health information needed to deliver quality healthcare to the public. Founded in 1928 to improve the quality of medical records, AHIMA is committed to advancing the HIM profession in an increasingly electronic and global environment through leadership in advocacy, education, certification, and lifelong learning.

Brian Foster, is the Director of Legal Business Consulting at Access Sciences Corporation in Houston, Texas.  In that role he leads the practice area focused on reducing clients e-discovery exposure during potential litigation through establishment of repeatable processes, governance, and implementation of software solutions.  Prior to joining Access Sciences he provided consulting services to major energy firms in the litigation discovery space.  In these roles he managed some of the major discoveries the oil industry has seen this decade.  With over 20 years in the industry he has led numerous global projects to standardize operational policies.

Access Sciences provides organizations with the ability to effectively manage information assets in the records and information management (RIM) and enterprise content management (ECM) market space. We refer to these combined disciplines as Enterprise Content and Records Management (ECRM). We define overall strategies and change management programs to help organizations create, enhance or further streamline their ECRM processes. As regulations continue to shape organizational compliance issues and create new challenges, operational efficiencies will also be realized by using standards and structured programs. We leverage our experience in the ECRM and Litigation space to provide litigation readiness to our customers to reduce their risk when responding to potential litigation.  This leads to a repeatable framework that allows organizations to create consistency, integrity and accuracy for ECRM processes.

Gordon E.J. Hoke is a member of KPMG’s Records Risk Management team, part of the Forensic Services practice. He is based in the Minneapolis office. Gordy’s work with records and documents began in 1989.  He has written and published more than 250 articles, white papers, and case studies.

Relevant Experience

-Analyzed and reported on hundreds of content and records systems of all sizes

-Wrote white papers for major corporations; served as contributing editor to industry trade journals

-Advised international, content management software vendors on effective market penetration through the reseller channel

-Helped a large, medical insurance claims contractor design, evaluate and procure the appropriate content management system

-Presenting and speaking at technology conferences

-Director of International Business Development for a leading content management software vendor.

-Editor and co-author of a book of case studies published by AIIM International.

Cori Peele has served as the lead Middleware Architect on consulting engagements and has over 12 years of experience in the IT industry. She has been responsible for content management and control at a large private bank, a large telecommunications company, and information integration for several government agencies and branches of the military.

Cori will cover the following topics:

• Litigation and Discovery Risks

• Records Management Business Issues and Practices

• Content Growth and Management - How to control growth

• Retaining Effective Content - How to manage & what to retain

• Risk Mitigation - How to remove what you do not want to retain

Steve Weissman  Senior Analyst & Director of Marketing, Art Plus Technology

Steve Weissman has been a trade journalist and industry analyst since 1979. Known for his strong business sense, marketing savvy, and innate ability to pinpoint critical success factors, he has stewarded scores of successful consulting engagements, research programs, and industry forums for vendors, VARs, resellers, integrators, and buyers of information technology who are looking to maximize the value of their technology investments.

Mr. Weissman is highly regarded for his pragmatic analyses and populist style; as such, he is in constant demand as an industry expert and as a dynamic public speaker, a role in which he regularly 'wows' audiences at industry forums, user and channel conferences, and association annual meetings. Recent Program Chair of the AIIM Conference Committee and ECM West, he also is an ongoing resource for the trade, business, and general press, where the likes of Business Week, Red Herring, InfoWorld, and Network World, and television programs as diverse as World Business Review and Entertainment Tonight, frequently seek his input and opinions.

Immediately prior to assuming his present roles, Mr. Weissman was the founder of Kinetic Information LLC, a business strategy consulting and software industry analyst firm he led for 12 years. He holds a B.S. degree in Public Relations from Boston University.

Cori Peele has served as the lead Middleware Architect on consulting engagements and has over 12 years of experience in the IT industry. She has been responsible for content management and control at a large private bank, a large telecommunications company, and information integration for several government agencies and branches of the military.

Cori will cover the following topics:

• Litigation and Discovery Risks

• Records Management Business Issues and Practices

• Content Growth and Management - How to control growth

• Retaining Effective Content - How to manage & what to retain

• Risk Mitigation - How to remove what you do not want to retain

Location:

BackBay Events Center - Dorothy Quincy Suite

180 Berkley St.

Boston,  MA 02216

Public Parking $12 validated pkg-100 Clarendon garage

Time:
8:30 AM – 1:30 PM

Menu Choices:

-Continental breakfast and buffet lunch included

Fees:
Chapter Members: $65
Non-Chapter Members: $75