Past Events Archive

This is our archived events page for older chapter events. For more recent events please  check our "previous events" page.

Program year 2013 - 2014
September 18, 2013 Event

Write on Target: Writing Skills for Records Managers

Effective business writing is a critical communication skill for records managers. This session will focus on the most important forms of business writing for promoting the records management agenda (such as emails, reports and presentations) and highlight strategies that will enable records managers to excel in each written form. When records managers can "write on target" they have a better chance of securing support for their programs and advancing their careers. 

About the Presenter:

Ken Neal is a Public Relations and Marketing Communications specialist with more than twenty years of agency and corporate experience in professional services. With a background that includes IBM, KPMG Consulting and now Canon Business Process Services, Ken's expertise includes external and internal corporate communications as well as high-impact media relations.

A frequent author and guest speaker, Mr. Neal has published articles on effective communication in media outlets such as US Business Review and has spoken at multiple ARMA International Annual Conferences (most recently in 2011) and in 2013 at the ARMA Houston Chapter Conference. Mr. Neal is the author of the ARMA publication, Six Key Communication Skills for Records and Information Managers.

Ken is a certified Enterprise Content Management professional. He graduated from the City University of New York-Queens College with a BA, English.

September 2013 Event
Program year 2012 - 2013
Jun 18, 2013 Event
NNJ Networking Event and Member Appreciation
We celebrated another successful program year on June 18 at Sand Castle billiards in Edison New Jersey. The chapter recognized fellow colleagues' service awards for 5, 10, 15 and 35 years of membership. The achievement award for Chapter Member was presented to Henry Gozdz and Chapter Leader of the Year, Ilana Lutman. The winner of our student scholarship, Natalie DeAngelo, Rutger University was awarded and spoke about her paper and current internship working with records. Members enjoyed networking while playing pool and a wine sommelier was on hand to offer wine tastings and his expertise. Meeting sponsor's Belfor Property Restoration representatives gave a short overview of their services and a billiard trick shot demonstration capped off the evening.
June 2013 Event
ARMA NE Region Conference
ARMA NE Region Leadership and Development Conference
Board Members from the NE Region chapters gathered with our region's leadership and ARMA International representatives in Buffalo NY for 2 days to learn, collaborate, and plan. The conference started off with a keynote panel discussion on protecting privacy when sharing sensitive records. Kenny Woods from VaporStream led the panelists including Judge Ronald Hedges, Dawson Horn and Nancy Flynn. There were several educational programs including different tracks for new and experienced leaders to choose from. Attendees were given updates and details on AIEF initiatives, new organizational changes, planned activities and much more. During one of the sessions, a panel discussion was held by chapter leaders to share what their for their members and turned into a collaborative discussion. Each chapter had an oppurtunity to share their accomplishments, challenges and updates. The attendees left Buffalo motivated, inspired and with great new ideas and best ideas to bring back to each chapter.
The NNJ chapter would like to thank the NE Region Leaders for all of their hard work and efforts to bring together such a great conference. We thank Diane Reed from Delaware North and her chapter for hosting us for the conference and Wendy McInally from Livingston International for sponsoring the Region dinner at the Top of the Falls Restaurant at Niagara Falls. We also thank the other sponsors from VaporStream, Cornerstone, Iron Mountain, D4 Discovery, InfoPreserve, ARMA Boston Chapter and ARMA Western New York chapter.

ARMA NE Regional Conference
Buffalo, NY
May 2013 Event
The Positive Power of the Destruction of Data
Corporations create and maintain data on a regular basis. The onset of "big data" promises (or threatens) to multiply the velocity, volume, and structure of corporate data exponentially. At the same time, corporations have schedules which govern the destruction of data and, presumably, follow those schedules, destroy data, and monitor doing so.

But what happens if schedules become outdated or disregarded? What can be the consequences of not destroying data? Stated differently, what are the benefits of data destruction? This program explored those benefits from business and legal perspectives and, in so doing, hopefully contribute to peace of mind.
About the presenter:

Ronald J. Hedges is the principal in Ronald J. Hedges LLC. He has extensive experience in e-discovery and in management of complex civil litigation.

Mr. Hedges serves as a special master, arbitrator, mediator and consults on e-discovery and records management. He served from 1986 to 2007 as a United States Magistrate Judge for the United States District Court for the District of New Jersey, where he was the Compliance Judge for the Court Mediation Program and both a member and reporter for the Civil Justice Reform Act Advisory Committee. From 2001 to 2005 he was a member of the Advisory Group of Magistrate Judges. Mr. Hedges has been an adjunct professor at Seton Hall University School of Law (1993-2007) and at Georgetown University Law Center since 2006. He co-chaired the Planning Committee of Georgetown University Law Center's Advanced E-Discovery Institute in November 2007 and serves on the planning committees for the Institute, the Corporate Counsel Institute, and the E-Discovery Academy.


May 2013 Event
April 2013 Event

Professional Ethics: A Preventive Maintenance Approach 

This wasn't a review of the ethics code, case studies, or case law! Instead, it was a unique program designed to help assure that you and your entire organization are able to more easily “walk the talk” of great ethics. This often-humorous program showed us ethics risks we never even knew we had and what can be done right now to make sure those risks don’t turn into costly ethical and legal problems on the job. We also learned how even a slightly changed focus on ethics can significantly build your organization’s bottom line.

Ethics and fun aren’t words you normally hear in the same sentence. However, Dr. Christopher Bauer has been making professional ethics both straightforward and fun for international audiences for more than 25 years. He presented ethics differently than you have probably ever experienced them before. Attendees left with easy, practical ideas and tools to reduce your risk for ethics difficulties while simultaneously reducing the risk of your colleagues, coworkers and entire organizations. 

Dr. Christopher Bauer is a licensed psychologist with over twenty-five years of experience as a speaker, trainer, author, and consultant on professional ethics and values-driven business strategies who has provided ethics advice to front-line workers, senior executives and everyone in-between. Clients of Dr. Bauer run the gamut from small and medium sized businesses and organizations to every level of staff and management at Fortune 500 corporations.

Dr Bauer’s articles on how to build and maintain great professional ethics have appeared in such journals as CEO Refresher, CFO Magazine, Financial Executive, and many other print and online publications. The latest edition of his book, "Better Ethics NOW: How To Avoid The Ethics Disaster You Never Saw Coming” has been a business ethics “top seller” on and he publishes a free “Weekly Ethics Thought” seen by thousands of readers worldwide. Because of his unique contribution to the prevention of ethics problems, Dr. Bauer has been recognized with the Certified Fraud Specialist designation by the Association of Certified Fraud Specialists. 


April 2013 Event
April 2013 Volunteer Event
Duke Farms Volunteer Event
ARMA NNJ helped clear brush and planted saplings as part of a volunteer event at Duke Farms on April 13. Check out photos from the day here and here.

March 2013 Volunteer Event
March 13, 2013 Event

Protecting Privacy When Sharing Sensitive Records

Sensitive information should always be sent over a secure digital platform. The question is how can organizations keep their most private communications private. One way organizations are solving this need is with Recordless communications services. These are commonly used for the transfer of electronic medical records, financial records and other confidential business or personal correspondence.



About the panel presenters:

Kenny Woods is responsible for directing Vaporstream’s strategic and operational leadership including product engineering, worldwide sales, channel management, client relationships and day-to-day operations.  He is an accomplished executive with more than 25 years of experience building and managing enterprise software sales, marketing and operations at multiple organizations. Prior to Vaporstream, Wood serviced as the Executive Vice President of Client Operations for Awarepoint.  He graduated from Newberry College in Newberry South Carolina with a Bachelor of Arts in Business Administration.

William Mahone is a Managing Director of Berkley Capital, LLC, the private equity investment group of W.R. Berkley Corporation. He has been actively engaged in the private equity industry since 1988, when he left Willkie Farr & Gallagher to become Vice President and General Counsel of Interlaken Capital, Inc. Mr. Mahone became a managing Director of Berkley Capital upon its formation in 2002. Mr. Mahone serves as a director of a number of companies, including: FEF Cash, Inc. Foundation Source Philanthropic Services, Inc.; FSV Payment Systems, Inc.; Associated Community Brokers, Inc.; Technology Investment Partners LLC; and VaporStream Corporation. Mr. Mahone is a graduate of Stanford University (B.A.) and Harvard Law School (J.D.).

Peter C Harvey is a past Attorney General of New Jersey and a former federal prosecutor. As such, Peter has been a central player in civil and criminal trials, government investigations and consumer fraud matters for many years. A gifted trial lawyer, his more than 25 years of courtroom experience includes significant commercial matters, frequently within the media and entertainment industry.  He currently represents corporations and individuals in business disputes throughout the nation. He has tried several major civil and criminal jury and non-jury cases in federal and state courts. He also conducts internal investigations for senior executives seeking to learn facts about employee misconduct or inappropriate business practices. Mr. Harvey also assists clients in navigating Grand Jury Subpoenas and government Civil Investigative Demands. He works with clients to develop strategies to achieve the client’s desired result, whether through trial, court decision or settlement.


March 2013 Event
February 2013 Event
How to Design a Legally Defensible Records Retention Plan

ARMA Northern New Jersey and ARMA Central New Jersey chapters hosted our Wednesday, February 20 event at a new meeting location; Robert Wood Johnson Foundation in Princeton NJ. This meeting included dinner, networking with RIM professionals and a special panel discussion: How To Design a Legally Defensible Records Retention Plan. 

Presentation topic:
So your organization has a records retention plan, somewhere, and you think it's effective. But are you sure? When was the last time you took a hard look at it? In this comprehensive session, you'll get specific recommendations for the design, maintenance, and improvements for a legally defensible records retention plan. The panel will provide guidance from all perspectives . . . an in-house RIM practitioner, Outside Counsel and a RIM solution provider. We will provide you with real world examples of what works and practical take-away tools/solutions.

Panelists included:

Jacki Cheslow is Senior Manager of Corporate Compliance & Records for Avis Budget Group (ABG) a leader in the vehicle rental industry where she directs the Company’s global records management program including policies, procedures and training programs.  She advises the legal department on discovery matters and is responsible for Global Compliance & Ethics Risk Assessment.  Jacki has more than 20 years in house experience in record and information governance, discovery, litigation, and risk management.  Jacki holds a B.S. in Management – Business Assurance & Security, is a current Certified Record Management (CRM) candidate as well as a Compliance & Ethics Professional (CCEP) certified by the internationally recognized Society for Corporate Compliance & Ethics.  She is currently Executive Vice President for the Northern New Jersey Chapter of ARMA International, having previously served as Vice President of Professional Development and serves on the Board of several local non-profit organizations.

Rebecca Perry is Executive Vice President of Jordan Lawrence, a leading solution provider for records retention, data privacy and information governance. She has over 20 years of experience in records management and information governance.  Rebecca advises in-house counsel, compliance and privacy professionals in the areas of records management, data privacy and e-discovery and the confluence of technology in these areas. She plays a key role in the success and oversight of developing and enforcing effective, defensible and cost effective information governance programs that address information across all platforms and media.  She is a Certified Information Privacy Professional (CIPP/US/G) and frequent contributor and speaker in the legal and privacy communities. Most recently she was a featured speaker on a series of industry webinars covering topics on privacy, SharePoint, and retention program development.

Jenny Finnegan is a partner in Herrick, Feinstein's Litigation Department and focuses her practice on professional responsibility issues and on complex litigation, including the defense of product liability actions, class actions and mass tort actions. She advises on a wide range of complex litigation for financial institutions and for manufacturers in pharmaceutical, consumer products, automotive and chemical industries. Jenny also counsels clients in matters involving lawyers' professional responsibility and contract disputes. Jenny is a member of the New York and New Jersey Bars and practices in state and federal courts throughout New Jersey and New York at both the trial and appellate level. Jenny is a member of the firm's Best Practices Committee and Co-Chairs the firm's Electronic Discovery Committee. She is a regular presenter of seminars and author of articles on topics such as e-discovery, document retention, ethics, and product liability.

January 2013 Event

January Networking Event and Business Attire Fashion Show

The January Networking Event/Fashion Show was a great success with delicious food, delightful company, rockin' music and the best dressed records managers outside of Milan! We welcomed Barbara Valese, Manager of Personal and Corporate Sales from Macy's by Appointment, Macy's Bridgewater.  She described the business casual and corporate clothing worn by our own models Ace, Andie, Nidia, Sam and Lori who owned the catwalk! Chris Reilly amped us up with spot-on catwalk music. Thank you Archive Systems for your sponsorship!


January 2013 Event
October 17 2012
Long Term Storage:  Paper vs. Electronic
It's a decision we struggle with everyday - paper or electronic for long  term record storage?  Alan Wheelock explored which records are likely be created and stored electronically , what records will need to remain in paper and the advantages and challenges for RM professionals with both types.   He reviewed the concept of Unified Record Management, discuss Long Term Storage considerations and shared best practices that helped assess your organization's program and provided tips on how you can apply these best practices to unstructured records, email and more.
About the presenter:

 Alan Wheelock has over nineteen years of senior management experience with Iron Mountain and is currently the Senior Director of Consulting Services.   Alan has also served as a General Manager, Territory Vice President, and Senior Vice President for the company. He has had a lengthy and successful career in the information management industry with leadership responsibilities in operations, sales, consulting and customer relationship management.  He also has a proven record of accomplishment in strategic planning and operational execution.  Customer focused approach to process management, cost-saving initiatives and problem solving.


October 2012 Event
2012 ARMA International Conference
ARMA International’s Annual Conference & Expo provides you with the most concentrated and relevant learning opportunity in the world of records and information management. In addition to conference education sessions, seminars, and Expo sessions, you can also attend Pre-Conference seminars, Deep Dive sessions, Industry Roundtable discussions, Rapid Fire sessions... The list goes on and on. 
This year 15 ARMA NNJ members attended the conference and enjoyed all it had to offer. Our chapter hosted a meet and greet session and supported our Executive VP, Jacki Cheslow during her panel discussion, How To Design a Legally Defensible Records Retention Plan. Chapter member, Angel Ramos also presented Manage Up: Simplifying the Concept of Servant Leadership. Members got together and networked at the conference welcome party, vendor events and other oppurtunities to learn and network. Photos from some of these events (and sightseeing) are available in our album to the left.

ARMA International Conference and Expo
Chicago IL. 9/22 - 9/24
June 2012 Meeting
Membership Appreciation Event
Members and guests joined us on June 20 for our annual Member Appreciation Night. This years event included a special mini presentation on building your professional network by ARMA NNJ's own Jacki Cheslow.  Jacki shared her experience in building and sustaining a professional network with us. The discussion took us through 5 W's of Networking: What? Why? Who? Where? When? Jacki Cheslow, CCEP, is the Senior Manager of Corporate Compliance and Records at Avis Budget Group. Jacki currently serves on the Board of ARMA NNJ as VP, Programs. Her presentation is available for members to download using the link to the left side of this screen.
The evening also included an introduction to the 2012 - 2013 NNJ Board of Directors following the chapter election. Members were honored for their involvement with the chapter on the anniversary dates. Jacki Cheslow received the award for chapter leader of the year for her proactive involvement this year. Sofia Empel was awarded chapter member of the year for her involvment with NNJ and all of her work promoting the CRM program and acting as mentor to chapter members. Scott Bowker presented the scholarship award to this years winner, Michael O'Connor of Rutgers University.
Several vendors including GRM, Archive Systems and Iron Mountain gave out some great raffle prizes to lucky winners including soccer event tickets, tailgating packs, an Apple TV, computer printers, cameras, flashdrives and more! As always, attendees enjoyed dinner, cocktails and networking. This was a great end to an outstanding year. The board will meet over the summer to bring more value adding events and eductional sessions for 2012 and 2013.

Member Anniversaries 
We are pleased to honor the following members on their anniversary milestones with the Northern New Jersey chapter:
Tony Abbate - 5 years
Daniel Bayha - 5 years
Kenny Bhiro - 5 years
Joan DePaola - 5 years
Peggy Seymour - 5 years
Zoey Zepeda - 5 years 
Espie Cain - 10 years
Endinson Garcia - 10 years
Andy Koval - 10 years
Edith Mendez
- 10 years

June 2012 Event

Session presentation slides and notes available for members.

May 2012 Meeting
Cloud Computing
This presentation provided an overview on this new computing paradigm, including how it is used for records management purposes.  Additional topics included: a business case for going to the cloud, thought leadership on selecting a cloud service provider (CSP), security guidance when going to the cloud and a real world case study.
Steve Markey is the principal of nControl, a consulting firm based in Philadelphia, Pennsylvania, USA.  He is also an adjunct professor and the current president of the Delaware Valley (Greater Philadelphia) chapter of the Cloud Security Alliance (CSA). Markey holds multiple certifications and degrees, and has more than 11 years of experience in the technology sector. He frequently presents on information security, information privacy, cloud computing, project management, e-discovery and information governance.

May 2012 Event

Session presentation slides and notes available for members.

April 2012 Meeting
Records = Risk

Records management programs have been the foundation whereby organizations have tried to be compliant with government regulations and production orders relating to investigation and litigations for the past 60 years. Yet, after all of this time, most organization's programs relating to compliance are either out of date, not based on actual government regulations, too complicated for the average employee to use or understand, addresses only paper records, or ignored by management.   Yet, with a realistic and sustainable records management program for all information media, organizations can access information easily, reduce information volumes, be compliant and link to other governance policies including e-mail, back-up media, legacy system, hold orders, and orphan files to reduce risks. To understand the processes involved in developing a compliant and fact based retention schedule program for the enterprise, Fred Diers provided proven steps that need to be accomplished to have a program that becomes part of the overall executive management governance program to mitigate risk.

Fred V. Diers is Vice President and General Manager of GRM's Solution Group, providing Records and Information Management consulting services. Fred has been actively involved in the records and information management profession for over 40 years as both a practitioner heading up global programs and as head of consulting organizations providing records and information program development and implementation assistance to multi-national organizations. He has been instrumental in advising records management software developers in functional requirements of life cycle records software. He was a pioneer in expanding the records management profession internationally as President of ARMA International and President of the International Records Management Counsel.   


March 2012 All Day RIM Seminar (NYC)

March All Day Educational Session in NYC

The ARMA Northern New Jersey chapter, in conjunction with ARMA Metro New York City chapter, the ARMA Central New Jersey chapter, and  ARMA Long Island chapters held another all day education al event this year. This event was designed to provide Records and Information Management Professionals of all levels (Students, Analysts, Attorneys, IT Professionals, Records Managers, Executive Management and Vendors) the latest information, trends and skills to provide more value to their organizations.

The exhibit areas gave attendees an opportunity to meet with a number of local, national and global vendors, solution providers and RIM experts. Visiting each exhibitor to have your raffle card stamped allowed attendees to submit their completed entry for a chance to win one of several prizes.

All registrants and sponsors were invited to attend a Networking Reception, sponsored by Iron Mountain, from 5:30-7:30 PM at New York Life. The event offered food, drinks, raffle prizes and a chance to catch up with colleagues and friends. This was a great way to unwind after a day of learning!!!!

If you missed the event or attended and wanted more info on the presentation materials, slides and handouts are now available for free download from the link to the left.

February 2012 Event

Everything Need to Know About CRM.

New Jersey siblings Lucy Rieger, MLS, CRM, Sofia Empel, MLIS, CRM, CDIA+ and Henry Gozdz, MLS, CRM (now this is a family who takes good records management practices seriously!) - presented a panel discussion and everything members need to know to be successful in becoming a Certified Records Manager (CRM).

 This included:

  • Why did they each choose to become a CRM
  • What steps each took to get certified
  • How did they prepare for the examination
  • What resources did they use
  • Who did they turn to for help

Sofia Empel, MLIS, CRM, CDIA+

Ms. Empel is the President of Records Update, a women-WBE certified company, which provides professional consulting, as well as information and records management support services to corporations, law firms, universities, not-for-profits, and government organizations in New York, New Jersey, southern Connecticut, and eastern Pennsylvania. Ms. Empel has 32 years of experience in the information management profession. She is a Certified Records Manager (CRM), Certified Document Imaging Architech (CDIA+) and provisionally Certified Archivist (CA). She is also a Ph.D. candidate in Information Studies at Long Island University and is expected to complete her dissertation in a records management related topic by May 2011.   Ms. Empel is a member of ARMA International; Association for Information and Image Management (AIIM); American Society for Information Science and Technology (ASIS&T); Society of American Archivists (SAA); Law Library Association of Greater New York (LLAGNY); American Health Information Management Association (AHIMA); and Health Information and Management Systems Society (HIMSS).

Lucy Rieger, MLS, CRM

Ms. Rieger is President of Library Update, a women-owned WBE certified company, which provides consulting and support services to corporations, law firms, accounting firms, universities, government agencies, and not-for-profit organizations that need to manage their information.  She. Rieger earned her Masters in Library Science (MLS) from Rutgers University and is a certified records manager (CRM). She served as the President of the New Jersey Law Librarians Association and is currently Vice President of Membership for ARMA's Northern New Jersey Chapter.  Ms. Rieger is also a member of ARMA International; Association for Information and Image Management (AIIM); American Association of Law Librarians (AALL); Special Libraries Association (SLA); and New Jersey Law Librarians Association (NJLLA), President 2007-2008.

Henry Gozdz, MLS, CRM,

Henry Gozdz, CRM,  has a BS in Business Administration from Ramapo College of New Jersey and an  MLS from Rutgers University. He has been employed by the NJ Judiciary as Law Librarian since 2000 and has served as the Records Coordinator for the Bergen Vicinage since 2007.  He is currently the Chair of the Statewide Records Coordinator Committee.


January Networking Event

2012 Networking Event

It was a great beginning for the new year. Over 45 members and guests attended our January networking event this year. The meeting was held at the Gran Centurions in Clark NJ. This was a fun filled evening where RIM professionals were able to relax, network with one another and spend time meeting new contacts in the industry. This was also a great opportunity to meet with some of the evening's sponsors to learn all about their latest and greatest services and solutions. Vendor sponsors included Recall, Archive Systems, Iron Mountain, GRM, Intellishred and Allstate Information Management. Each had displays set up with info to share and fun giveaways to hand out. After a dinner buffet, Chapter President Lori Green and VP of Programs, Jacki Cheslow announced the latest chapter updates and reviewed some of our upcoming events.  Towards the end of the evening, generous prizes provided by our sponsors were raffled off. Some very lucky attendees walked away with a Kindle Fire, Nook e-reader, Nikon digital camera, headphones, giftcards and more. A special thanks goes to Chris Reilly for providing his DJ services for the evening.


January Networking Event

November 2011 Meeting

 7 Ways to Take Control of Your Records Management Program

As a records manager, you’re all too familiar with the pressure involved in managing business-critical information. Whether you have to instantly find where a file is stored or enforce the company’s retention policy, you have a lot on your plate. This informative seminar was perfect for you. It armed you with the seven tips and tools you need to take control of your records management program. You quickly discovered how to define the activity level of your records, select the right technology, improve your retention policy, and much more. You'll also learned:

  • How the industry needs to change to keep up with the market and empower records management
  • What changes can be implemented now to improve efficiencies and savings
  • How to better manage inventory
  • Steps to follow to more effectively manage information onsite and offsite
  • Ways to define policies to better meet organizational needs

Andrew Koval

Andy Koval, Co-founder & Executive Vice President at Archive Systems, Inc., has been involved in the records management industry for over 20 years. He has presented at numerous conferences about the direction the industry needs to take to be successful and more efficient. Andy has also been a member of ARMA and PRISM for over ten years.



November 2011 Event

ARMA 2011 Conference: Washington DC

Some of our chapter's board and members attended the 2011 ARMA International Conference in Washington DC. 5 board members attended chapter leadership educational sessions and the leadership awards ceremony on the Sunday before the conference began.

Chapter President, Lori Green stopped by one of the vendor booths and took part in their interactive, "Ready. Set. Jump!" display.





October 12 Meeting: Barclay Blair

CIO: Why the Title is a Lie
Presented by Barclay Blair

Every day in the courts another organization is forced to admit that it has lost control of its information. That it doesn't know where it is, what it is, or how to get to it. That it is stored in a way that way that makes it nearly impossible to retrieve and questions its trustworthiness. This reality can be traced to a single problem: the title" CIO" is a lie.  

Despite the title, Chief Information Officers are not responsible for information. Rather, their responsibility lies with the systems. So, if the executive with the word "information" in their title is not responsible, then who is?

This session will examine how this fundamental breakdown in corporate governance leads to failure. It will build its case through a variety of current court cases, anecdotes, and statistics, and will propose alternative governance structures to address the problem. We will explore:

  • The business and legal consequences of this apparent gap in corporate governance
  • Whether the role of the CIO should change, whether a new executive role should be created, or if another member of the executive roundtable should take on new responsibilities in order to tackle this problem
  • How current attempts at many organizations to create enterprise "data maps" illustrate the gaps between the way business, IT, and legal view information
  • How newer technologies like social networking only make the challenge greater and more complex
  •  How technologies like SharePoint that put more control in the hands of the user may reduce the burden on IT, but create new compliance and business problems

BarclayBarclay T. Blair is a consultant to Fortune 500 companies, software and hardware vendors, and government institutions, and is an author, speaker, and internationally recognized authority on a broad range of policy, compliance, and management issues related to information governance and information technology. Barclay has led several high-profile consulting engagements at the world’s leading institutions to help them globally transform the way they manage information. He is the president and founder of ViaLumina. Barclay is the author of three books, including his most recent, Information Nation (Second Edition). He is currently working on his forth, to be published by John Wiley and Sons in 2011.

The chapter board and members collected food donations for the Middlesex County food pantry. Thank you to everyone kind enough to donate to this great organization.

October 2011 Event
Managing Email as Records
Presented by Dr William Saffady
Email management in all of its aspects retention, legal and discovery issues, storage and archiving of messages, backup, indexing tracking, email security is arguably today's most significant and widely acknowledged records management problem.   According to ANSI/ARMA TR-02, Procedures and Issues for Managing Electronic Messages as Records, policies for retention of email messages and their associated metadata are essential for compliance with legal/regulatory requirements and to support the continuing conduct of an organization's business. An organization must identify email messages that are considered official copies and preserve them in a reliable, secure manner that will ensure accessibility throughout the retention periods. This presentation reviewed issues and concerns associated with email retention and will discuss practical solutions for addressing these concerns.
William Saffady is a professor at the Palmer School of Library and Information Science, Long Island University. He is the author of over three dozen books and many articles on information management topics, including records management, digital document management, information storage technologies, and library automation.    
His latest books are Records and Information Management: Fundamentals of Professional Practice, Second Edition, which is the most widely used textbook on records management, and Cost Analysis Concepts and Methods for Records Management Projects, Second Edition. Both titles were published by ARMA International (the Association of Records Managers and Administrators) in 2011. Other recent books include Managing Electronic Records, Fourth Edition, which was published by ARMA International in 2009, and Digital Document Management, which was published by ARMA International in 2007. In addition to teaching and writing, Dr. Saffady serves as an information management consultant providing analytical services and training to corporations, government agencies, and other organizations. Dr. Saffady is a Fellow of ARMA International.
September 2011 Event

Meeting presentation available for members.
Program year 2010 - 2011
June 2011 Meeting
As we wrapped up our 2010-11 program year, this June meeting proved to be a memorable  event. First off was NextPages’s Scott McLaren who gave a mini-presentation on A New Approach to Proactive Information Governance for Shared Drives and Desktops.  This was followed by member appreciation awards. Finally we ran a segment called RIM Anonymous. Moderated by our own Tony Abbate, attendees shared work experiences on topics such as: work place challenges, achievements, professional development and ethics.


A New Approach to Proactive Information Governance for Shared Drives and Desktops

Over 80% of stored unstructured content has no business value – nor legal need for retention. Migrating these huge volumes to a centralized repository is cost-prohibitive and operationally impractical. Learn how a “managing in-place” strategy dramatically reduces the volume of unstructured content – and why your organization should re-think its information governance strategy regarding unstructured content. You will also hear about customer experiences regarding the issues around unstructured records.

Scott McLaren, Northeast Region Manager
joined NextPage in January, 2011, to manage the increasing demand for a pro-active approach to managing content in-place. Scott has over 25 years of sales experience in the information technology industry with a successful track record of delivering enterprise solutions to large and mid-sized corporations. Prior to NextPage, Scott was responsible for sales of Service Oriented Architecture Foundational software technology at IBM. Scott also enjoyed successful positions with Vitria Technology, Viasoft Inc. and Folio Corporation. Scott is a graduate of Penn State University Engineering School.


June 2011 Event

Meeting presentation available for members.

From May 2011 Meeting
Records Management, Thirving in Challenging Times
Presented by Jim Stephenson, Iron Mountain

The role of records management in organizations is rapidly changing.  Depending on one's perspective, these shifts in priority and focus may represent  threats or opportunities for the records management professional.  Mr. Stephenson drew upon his experiences in records management, information technology, and business consulting to provide his insight into the dynamics of the current market.  He provided specific examples of best practices, offered guidance for the effective management of digital assets, and discussed real-world examples of both effective and not-so-effective records management practices.  His goal was to share information that will immediately help members become more effective in their career.
This presentation addressed current issues and concerns of information management. Jim shared proven strategies and business directions for successful RIM projects and simple rule of thumb "metrics" to help guide business decisions. He explained the value in the discipline of information management and how the role of Records Management as a whole has changed and predict possible new future directions in information management technologies. RIM manager's were encouraged to develop their skill set as the technology requires.
Jim Stephenson is a management consultant and solutions architect who has worked with Iron Mountain for five years.  He is currently responsible for leading document management and business process improvement initiatives for Iron Mountain's largest North American customers.  Jim has more than 30 years of experience in consulting, process analysis, and technology management.

May 2011 Event

Meeting presentation available for members.

April 20 2011
Records Management in a Social Media World
Presented by Dr. Pratricia C. Franks  
"Social media" is an umbrella term that encompasses a number of emerging technologies that can facilitate some type of activity between individuals and groups both inside and outside the organization. Social media tools include blogs, wikis, podcasts, social networking sites, and sites to share photos and bookmarks.  Government agencies on all levels leverage social media to collaborate with co-workers and to interact with citizens, and companies use social media to inform and influence consumers.  Even heavily regulated firms, like those in the financial sector, know social media can help them gain a competitive advantage.  
Dr. Pat Franks discussed the impact of social media on records management and present practical tools and strategies currently employed to control records created through or residing in social media technologies. 
Patricia C. Franks, Ph.D, CRM
Dr. Patricia C Franks is a certified records manager and coordinator of the Master of Archives and Records Administration (MARA) degree offered through the School of Library & Information Science at San Jose University, San Jose, CA.  Pat was the Project Leader for the ARMA/ANSI standard on the Implications of Collaborative, Web-based Technologies in Records Management.  She is the author of a number of articles, including Understanding Web 2.0 and Challenges for the Records Manager.  Her most recent research project resulted in a report for the IBM Center for the Business of Government titled How Federal Agencies Can Effectively Manage Records Created Using New Social Media Tools.

April 2011 Event

Meeting presentation available for members.
ARMA Nov 2010
Records Management is a critical component of managing legal holds and meeting the duty to preserve information that is potentially relevant to litigation.  A proactive and collaborative process can facilitate reducing risk and minimizing costs.  This presentation, in collaboration with the East Coast Association of Litigation Support Managers (, provided stories from the field and tips to consider when addressing the needs of Preservation, Legal Hold and Data Accessibility.
Panelist Information:
Marilyn Caldwell - Lowenstein Sandler PC
Bill Creamer, Records Manager - Willkie Farr & Gallagher
Sal Mancuso, Litigation Technology  Manager - Willkie Farr & Gallagher
 Moderator: Derrick Arthur, Records Manager - Proskauer
The panel discussed the questions surrounding "Preservation, Legal Hold and Data Accessibility" from the perspective of Records Managers, Litigation Support Managers and Technologists. 
November 2010 Event

No presentation slides for this event.
ARMA Oct 2010
Making Enterprise Content Management Work
Presented by Julie Gable
Enterprise Content Management (ECM) has evolved over the past few years to become more than a glorified document management system. Many companies see ECM as a holistic, enterprise-class management solution capable of accessing and integrating a wide variety of information types.  A number of governance, risk and compliance (GRC) related issues are also driving corporate users toward ECM, including information integrity, process integrity, controlled access and information retention requirements. ECM has become a means to limit the access and distribution of proprietary and private information outside the organization, helping to ease security concerns.  In this session users learned:
The business issues involved in information governance, risk and compliance
How ECM has evolved to include tools such as e-Discovery, workflow management, and document auditing, and how they have significantly contributed to moving information governance initiatives forward in many IT shops
How ECM manages unstructured data and balances access to information with proper security measures
Julie Gable,
President and Founder, Gable Consulting LLC 
Named a Fellow of ARMA International (FAI) in recognition of distinguished service to the information management profession.
Julie Gable has over 25 years of professional experience with real-world approaches to paper and electronic records management. Her specialty is strategic planning for electronic records management, including business case development, cost-benefit analysis, requirements definition and work plan prioritization. Her project experience includes defining policy and practices for records classification, indexing, retention and disposition. She has assisted many entities with specification and selection of records management software solutions. 
Over 20 years ago, Gable founded Gable Consulting LLC, an independent firm that specializes in electronic records management strategy and implementation. The company continues to serve clients in pharmaceuticals, government, financial services and other industries, delivering practical, real-world approaches to information management challenges. Gable is the Associate Executive Editor of ARMA's Information Management Journal. Her articles have appeared in The Records and Retrieval Report, Imaging World, The Dallas News, Finance Canada, Forbes, and CIO Decisions.

October 2010 Event

Meeting presentation available for members.
ARMA NNJ event 9/15/2010
The Top Ten (10) Issues in Records Management Today
Presented by David O Stephens, CRM, FAI
Zasio Enterprise Inc
This session presentation highlighted the ten biggest issues in records management today.  Each issue was be in the context of records management's contribution to improved business performance and improved corporate governance through better management of information assets.
David Stephens is an internationally recognized authority in the records and information management field.  Since 1995, he as been vice president for records management consulting at Zasio Enterprises, Inc., a leading records management company.  His most recent book is Records Management: Making the Transition from Paper to Electronic (ARMA International, 2007).  He has spoken to thousands of records managers throughout the United States and in some twenty countries in Europe, Asia, Latin America and the South Pacific.  Mr. Stephens is a Certified Records Manager, and in 1989-1990 served as President and CEO of ARMA International, a professional association representing over 10,000 records managers from some thirty-five countries throughout the world.  David Stephens was inducted into the Company of Fellows of ARMA international in 1992.  He may be contacted at: [email protected]

Meeting presentation available for members.
ARMA NNJ 50th Anniversary Celebration
50 Year Celebration
We celebrated our 50th year Anniversary celebration on June 16, 2010. Our theme for the evening, "On the Shoulders of Giants" reflected on the historical strength of our chapter, our decades of accomplishment and, our continued contribution to records management.
The special evening included a review of the chapter's accomplishments, scholarship award recognition, our company sponsors and of course, our service anniversary recognition. We reviewed over 50 years of our chapter to the music of the decades while networking with our peers.

Program year 2009 - 2010
ARMA NNJ Event Jan 20, 2010
Will Your Records Be There When You Need Them
Presented by Ellen Zimmerman, Naremco

Meeting presentation available for members.
From ARMA NNJ Event 11/18/2009
Tales From the Trenches
ARMA Panel Joint Meeting with Central NJ Chapter

Meeting presentation available for members.
From ARMA NNJ event 10/21/2009
Cloud Computing and Web 3.0
Presented by Judge Ronald Hedges

Meeting presentation available for members.
From ARMA NNJ event 9/16/2009
What is Execellence? New York Life the 2008 ARMA Cobalt Award
Presented by Jason Stearns, New York Life

2008 - 2009
From ARMA NNJ event 6/17/09
ARMA NNJ, A Walk Down Memory Lane
Milestones in Perfecting the Principles of Records and Information Management Regardless of Media
Presented by Tony Abbatte, Honeywell International Inc. 

From ARMA NNJ event 5/20/09
Managing Legacy Data
Dan Bayha, Back Thru the Future Technology Disposal

From ARMA NNJ event 4/15/09
Microsoft Sharepoint Server Demonstration
Allan Schweighardt, Microsoft