ARMA Retention Program Development Workshop

April 18, 2018
1:00 PM - 5:00 PM

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Microsoft Corporation
101 Wood Avenue South - 9th Floor
Iselin, NJ 08830
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Facilitator Biographies:

Sofia Empel, Ph.D., IGP, CRM, CDIA+, is the Director, Information Governance at Cotiviti LLC, an analytics and payment integrity company. Dr. Empel has more than 30 years of consultancy experience specializing in records and information management program development, training, technology implementation, and other analytical services. She frequently teaches, writes, and speaks on Information Governance and RIM related topics.

Lucy Rieger, CRM, is President of Records Update, Inc. specializing in records management program implementation; policy and procedure development; retention schedules and records inventories. She currently serves as the President of ARMA New Jersey and is active in recruiting, teaching, and mentoring candidates for the ICRM exam. Rieger specializes in legal research.

Program Description:

In this certificate program you will acquire the research and appraisal skills necessary for developing a records retention schedule or revising an existing one. A detailed methodology will help you learn how to schedule both electronic and analog records and how to employ project management techniques for allocating resources. The skills you learn will also apply to assessing and monitoring retention schedules developed by external consultants. The program concludes with a case study that illustrates the learning points and helps you more thoroughly grasp the methodology.

Who Should Attend?:

Professionals who are tasked with the responsibility to develop, maintain or implement a records retention schedule.

Professionals who have attained a CRM or IGP certification and who need to obtain continuing education credits for re-certification purposes.

ICRM Maintenance Credits: 3.5 hours pending pre-approval

IGP Maintenance Credits: 3.5 hours pending pre-approval

 

Learning Objectives:

Upon completing this seminar, you will be able to:
- Utilize research and appraisal skills necessary for developing a records retention schedule or revising an exist one.
- Schedule both electronic and analog records employing project management techniques for allocating resources.
- Assess and monitor retention schedules developed by external consultants.

Your registration includes:

Attendance to Retention Program Development Certificate seminar

All learning materials for the course, including presentation slides, course exercises, and a step-by-step guide for developing and updating records retention schedules

ARMA Certificate Exam (will be available within two business days of course completion)

ARMA-NJ Chapter Networking Reception where program participants will have the opportunity to mingle with each other, industry leaders, and members of the New Jersey Chapter

Here’s what others have to say about this certificate program:

Great program! I need to have the tools and “ammunition” to improve and implement existing retention schedule.

Good presentation, provided fast paced info in an understandable manner!

Fabulous speakers, great detail and resources. Absolutely fabulous. Thank you!

Registration Fees:

Take advantage of the “Early Bird” Registration price savings by registering by April 1st!

ARMA Members =$200; Non-ARMA Registrant = $210 (Early Bird Registration accepted until April 1st)

After April 1st, Registration for ARMA Members = $210; Non-ARMA Registrants = $220

 

 

 

Tickets

$200.00 ARMA Member Rate
$210.00 after 12:00 am April 2

$200.00 Non-ARMA Member
$210.00 after 12:00 am April 2