Winter Series

Join ARMA Milwaukee, David Drever, and Teresa Drabenstadt each month as we explore a different RIM topic over your lunch hour. Stay cozy and warm while also taking some time to expand your skills. 
When registering for the events, pick “Winter Series” on the first page, then choose the events you are interested after entering your contact information. 
Please contact with any questions.

About Records 101: Building your RIM Foundation with David Drever:

Records management is becoming more and more critical. Many organizations are beginning to understand that records management is more than just preserving or disposing of your data. It’s also about categorizing it. As more and more organizations move away from paper documents to purely electronic storage, organizations need to categorize and control how their data is maintained in non-traditional storage.

In this session, we’ll cover the basics of records management. What is records management, WHY is it essential, WHO needs to be involved, WHEN should it be considered, WHERE it occurs, and finally, HOW can it be accomplished in Microsoft 365.

About Modernizing your Data Retention with David Drever:

Historically, data retention in an environment has been based mainly on two key pieces of data: when the document was created or when the document was last modified. More recently, retention policies have also been controlled based on the content of the data, but again determining disposition goes back to created or last modified dates. Perhaps you would like more options for controlling document retention. Maybe project documents that are retained based on the project end date make more sense to your organization. In this session, we will illustrate how you can go beyond the basic created or modified dates of data to controlling retention based on events that occur. No longer do you need to be constrained to a few pieces of metadata for determining the data retention policies of your content.

About IG + IT = ❤️? (or 😡?) with Teresa Drabenstadt:

How’s your IG “love” life? Are you “engaged” with IT or “on a break”? Does your RIM/IG Program need a “restart”? Attend this session to learn how to reboot your Information Governance Program, and also your relationship with IT. We’ll discuss a 90-day plan to quickly assess your current state, redesign your future state and develop a roadmap to get there. We’ll also discuss challenges you have in working with IT, and how to improve your relationships with your IT colleagues. Bring your questions and hear advice from our speaker, who has deep experience in both IT and the governance, risk and controls space.

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